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 | $121,001 | $76,519+58.1% | $56,025+116.0% | $145,897-17.1% |
| Participation rate | 34.8% | 63.2%-28.5pp | 52.5%-17.7pp | 80.3%-45.5pp |
| Annual return | 14.89% | 3017.03%-3002.1pp | 1712.69%-1697.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $682 | $1,383-50.7% | $1,042-34.5% | $4,663-85.4% |
| Participant deferral / active EE | $2,140 | $2,624-18.5% | $1,955+9.5% | $6,689-68.0% |
| Admin fee / account holder | $4,184 | $3,331+25.6% | $2,828+47.9% | $13,390-68.8% |