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 | $134,283 | $185,225-27.5% | $142,898-6.0% | $167,553-19.9% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 14.46% | 8558.12%-8543.7pp | 5639.64%-5625.2pp | 478.89%-464.4pp |
| Employer contribution / active EE | $2,467 | $5,607-56.0% | $4,146-40.5% | $4,840-49.0% |
| Participant deferral / active EE | $9,623 | $4,496+114.0% | $3,838+150.7% | $6,343+51.7% |
| Admin fee / account holder | $11,565 | $8,032+44.0% | $6,560+76.3% | $12,316-6.1% |