Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $124,748 | $88,754+40.6% | $81,820+52.5% | $145,877-14.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.72% | 1031.77%-1015.0pp | 777.93%-761.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,071 | $3,085-32.9% | $2,915-29.0% | $4,663-55.6% |
| Participant deferral / active EE | $2,860 | $4,648-38.5% | $4,323-33.8% | $6,691-57.2% |
| Admin fee / account holder | $6,552 | $8,424-22.2% | $7,391-11.3% | $13,402-51.1% |