Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $104,506 | $109,872-4.9% | $98,483+6.1% | $167,536-37.6% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 19.25% | 1959.31%-1940.1pp | 1494.38%-1475.1pp | 478.82%-459.6pp |
| Employer contribution / active EE | $1,423 | $3,225-55.9% | $2,961-51.9% | $4,839-70.6% |
| Participant deferral / active EE | $5,615 | $4,673+20.2% | $4,276+31.3% | $6,342-11.5% |
| Admin fee / account holder | $376 | $6,757-94.4% | $5,953-93.7% | $12,315-96.9% |