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 | $118,614 | $88,710+33.7% | $81,783+45.0% | $145,959-18.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 9.60% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.3pp |
| Employer contribution / active EE | $1,656 | $3,083-46.3% | $2,913-43.1% | $4,661-64.5% |
| Participant deferral / active EE | $2,778 | $4,645-40.2% | $4,320-35.7% | $6,689-58.5% |
| Admin fee / account holder | $1,014 | $8,407-87.9% | $7,380-86.3% | $13,398-92.4% |