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 | $100,797 | $202,345-50.2% | $172,755-41.7% | $152,885-34.1% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 17.89% | 1029.77%-1011.9pp | 802.94%-785.1pp | 345.39%-327.5pp |
| Employer contribution / active EE | $1,389 | $5,858-76.3% | $5,144-73.0% | $4,763-70.8% |
| Participant deferral / active EE | $2,439 | $5,948-59.0% | $5,198-53.1% | $5,851-58.3% |
| Admin fee / account holder | $9,990 | $17,111-41.6% | $13,955-28.4% | $11,598-13.9% |