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 | $136,886 | $150,447-9.0% | $136,298+0.4% | $147,586-7.2% |
| Participation rate | 42.1% | 84.4%-42.3pp | 81.9%-39.8pp | 82.8%-40.7pp |
| Annual return | 17.24% | 1049.15%-1031.9pp | 5156.27%-5139.0pp | 578.59%-561.4pp |
| Employer contribution / active EE | $3,647 | $5,256-30.6% | $4,696-22.3% | $4,876-25.2% |
| Participant deferral / active EE | $4,106 | $6,631-38.1% | $6,247-34.3% | $5,439-24.5% |
| Admin fee / account holder | $3,282 | $10,906-69.9% | $9,244-64.5% | $10,886-69.8% |