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 | $83,845 | $88,702-5.5% | $81,780+2.5% | $145,978-42.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 12.12% | 1029.12%-1017.0pp | 776.27%-764.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,762 | $3,084-42.9% | $2,914-39.5% | $4,662-62.2% |
| Participant deferral / active EE | $7,872 | $4,645+69.5% | $4,321+82.2% | $6,690+17.7% |
| Admin fee / account holder | $2,303 | $8,414-72.6% | $7,384-68.8% | $13,400-82.8% |