Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,536 | $209,405-58.2% | $178,486-51.0% | $158,931-44.9% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 92.25% | 188.77%-96.5pp | 151.08%-58.8pp | 302.86%-210.6pp |
| Employer contribution / active EE | $1,702 | $5,707-70.2% | $5,011-66.0% | $4,761-64.3% |
| Participant deferral / active EE | $6,837 | $5,954+14.8% | $5,202+31.4% | $5,982+14.3% |
| Admin fee / account holder | $985 | $17,076-94.2% | $13,985-93.0% | $11,247-91.2% |