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 | $101,562 | $102,595-1.0% | $94,057+8.0% | $154,746-34.4% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 80.7%-43.2pp |
| Annual return | 11.31% | 583.42%-572.1pp | 480.62%-469.3pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,789 | $3,147-11.4% | $2,933-4.9% | $4,379-36.3% |
| Participant deferral / active EE | $6,151 | $5,118+20.2% | $4,709+30.6% | $6,730-8.6% |
| Admin fee / account holder | $17,883 | $7,736+131.2% | $7,244+146.8% | $14,365+24.5% |