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 | $241,841 | $176,105+37.3% | $159,474+51.6% | $167,536+44.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.31% | 331.91%-317.6pp | 263.68%-249.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $4,090 | $5,299-22.8% | $4,831-15.3% | $4,839-15.5% |
| Participant deferral / active EE | $6,175 | $7,751-20.3% | $7,353-16.0% | $6,342-2.6% |
| Admin fee / account holder | $5,709 | $12,559-54.5% | $10,802-47.2% | $12,315-53.6% |