Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $83,728 | $90,691-7.7% | $76,119+10.0% | $145,884-42.6% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 13.88% | 624.52%-610.6pp | 361.25%-347.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $923 | $3,329-72.3% | $2,693-65.7% | $4,662-80.2% |
| Participant deferral / active EE | $1,155 | $5,167-77.6% | $4,259-72.9% | $6,690-82.7% |
| Admin fee / account holder | $6,175 | $8,383-26.3% | $6,421-3.8% | $13,392-53.9% |