Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $159,034 | $73,421+116.6% | $66,439+139.4% | $155,188+2.5% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 15.36% | 1382.37%-1367.0pp | 757.66%-742.3pp | 148.84%-133.5pp |
| Employer contribution / active EE | $3,777 | $3,039+24.3% | $2,637+43.2% | $4,248-11.1% |
| Participant deferral / active EE | $7,475 | $4,680+59.7% | $3,876+92.8% | $6,531+14.5% |
| Admin fee / account holder | $1,946 | $8,856-78.0% | $6,173-68.5% | $14,480-86.6% |