Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $189,984 | $96,388+97.1% | $80,627+135.6% | $139,466+36.2% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 22.59% | 1352.08%-1329.5pp | 936.76%-914.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,218 | $3,260-62.6% | $2,723-55.3% | $4,754-74.4% |
| Participant deferral / active EE | $9,222 | $5,224+76.5% | $4,443+107.6% | $6,712+37.4% |
| Admin fee / account holder | $1,472 | $6,603-77.7% | $5,381-72.6% | $11,409-87.1% |