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 | $63,241 | $202,342-68.7% | $172,752-63.4% | $152,897-58.6% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 28.33% | 1029.83%-1001.5pp | 802.97%-774.6pp | 345.43%-317.1pp |
| Employer contribution / active EE | $6,244 | $5,858+6.6% | $5,144+21.4% | $4,764+31.1% |
| Participant deferral / active EE | $2,753 | $5,948-53.7% | $5,198-47.0% | $5,851-53.0% |
| Admin fee / account holder | $456 | $17,111-97.3% | $13,955-96.7% | $11,599-96.1% |