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 | $91,429 | $202,342-54.8% | $172,753-47.1% | $152,909-40.2% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 25.18% | 1029.88%-1004.7pp | 803.00%-777.8pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,549 | $5,857-73.6% | $5,144-69.9% | $4,764-67.5% |
| Participant deferral / active EE | $5,376 | $5,948-9.6% | $5,198+3.4% | $5,851-8.1% |
| Admin fee / account holder | $3,181 | $17,112-81.4% | $13,956-77.2% | $11,601-72.6% |