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 | $197,243 | $150,447+31.1% | $136,298+44.7% | $147,586+33.6% |
| Participation rate | 42.9% | 84.4%-41.6pp | 81.9%-39.1pp | 82.8%-40.0pp |
| Annual return | 17.87% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $2,303 | $5,256-56.2% | $4,696-50.9% | $4,876-52.8% |
| Participant deferral / active EE | $4,261 | $6,631-35.7% | $6,247-31.8% | $5,439-21.7% |
| Admin fee / account holder | $38,556 | $10,906+253.5% | $9,244+317.1% | $10,886+254.2% |