Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $96,342 | $169,237-43.1% | $129,339-25.5% | $145,978-34.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 11.26% | 14364.43%-14353.2pp | 9437.05%-9425.8pp | 550.52%-539.3pp |
| Employer contribution / active EE | $5,680 | $5,540+2.5% | $4,154+36.7% | $4,662+21.8% |
| Participant deferral / active EE | $15,660 | $4,991+213.8% | $4,170+275.6% | $6,690+134.1% |
| Admin fee / account holder | $393 | $9,882-96.0% | $7,668-94.9% | $13,400-97.1% |