Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,322 | $166,242-41.5% | $165,071-41.0% | $145,884-33.3% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 10.87% | 100.44%-89.6pp | 70.17%-59.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,027 | $6,964+58.3% | $6,035+82.7% | $6,690+64.8% |
| Admin fee / account holder | $18,915 | $16,658+13.5% | $12,695+49.0% | $13,392+41.2% |