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 | $100,999 | $76,634+31.8% | $56,054+80.2% | $145,978-30.8% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 6.19% | 3004.33%-2998.1pp | 1705.95%-1699.8pp | 550.52%-544.3pp |
| Employer contribution / active EE | $1,139 | $1,380-17.5% | $1,039+9.6% | $4,662-75.6% |
| Participant deferral / active EE | $4,677 | $2,622+78.3% | $1,952+139.5% | $6,690-30.1% |
| Admin fee / account holder | $5,274 | $3,321+58.8% | $2,822+86.9% | $13,400-60.6% |