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 | $155,702 | $88,754+75.4% | $81,820+90.3% | $145,877+6.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 30.40% | 1031.77%-1001.4pp | 777.93%-747.5pp | 551.28%-520.9pp |
| Employer contribution / active EE | $11,060 | $3,085+258.5% | $2,915+279.4% | $4,663+137.2% |
| Participant deferral / active EE | $7,667 | $4,648+65.0% | $4,323+77.4% | $6,691+14.6% |
| Admin fee / account holder | $626 | $8,424-92.6% | $7,391-91.5% | $13,402-95.3% |