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 | $127,100 | $76,522+66.1% | $56,033+126.8% | $145,884-12.9% |
| Participation rate | 63.6% | 63.2%+0.4pp | 52.5%+11.1pp | 80.3%-16.7pp |
| Annual return | 7.33% | 3014.28%-3007.0pp | 1711.38%-1704.0pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,102 | $1,382-20.3% | $1,041+5.9% | $4,662-76.4% |
| Participant deferral / active EE | $6,162 | $2,624+134.8% | $1,954+215.3% | $6,690-7.9% |
| Admin fee / account holder | $1,150 | $3,328-65.5% | $2,827-59.3% | $13,392-91.4% |