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 | $95,667 | $88,754+7.8% | $81,820+16.9% | $145,877-34.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 17.34% | 1031.77%-1014.4pp | 777.93%-760.6pp | 551.28%-533.9pp |
| Employer contribution / active EE | $3,462 | $3,085+12.2% | $2,915+18.8% | $4,663-25.8% |
| Participant deferral / active EE | $6,421 | $4,648+38.2% | $4,323+48.5% | $6,691-4.0% |
| Admin fee / account holder | $7,860 | $8,424-6.7% | $7,391+6.4% | $13,402-41.3% |