Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,900 | $185,199-80.1% | $142,874-74.2% | $167,518-78.0% |
| Participation rate | 66.7% | 78.5%-11.8pp | 72.0%-5.3pp | 82.1%-15.4pp |
| Annual return | 14.62% | 8556.90%-8542.3pp | 5638.58%-5624.0pp | 478.71%-464.1pp |
| Employer contribution / active EE | $7,613 | $5,606+35.8% | $4,145+83.7% | $4,838+57.3% |
| Participant deferral / active EE | $9,167 | $4,495+103.9% | $3,838+138.8% | $6,342+44.5% |
| Admin fee / account holder | $3,072 | $8,031-61.8% | $6,561-53.2% | $12,312-75.1% |