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 | $102,491 | $176,077-41.8% | $159,455-35.7% | $167,518-38.8% |
| Participation rate | 69.6% | 84.9%-15.4pp | 82.8%-13.3pp | 82.1%-12.5pp |
| Annual return | 15.93% | 331.83%-315.9pp | 263.63%-247.7pp | 478.71%-462.8pp |
| Employer contribution / active EE | $5,367 | $5,298+1.3% | $4,830+11.1% | $4,838+10.9% |
| Participant deferral / active EE | $7,774 | $7,751+0.3% | $7,353+5.7% | $6,342+22.6% |
| Admin fee / account holder | $2,705 | $12,556-78.5% | $10,800-75.0% | $12,312-78.0% |