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 | $68,081 | $209,874-67.6% | $189,537-64.1% | $167,536-59.4% |
| Participation rate | 62.5% | 88.7%-26.2pp | 87.8%-25.3pp | 82.1%-19.6pp |
| Annual return | 10.87% | 748.61%-737.7pp | 555.34%-544.5pp | 478.82%-468.0pp |
| Employer contribution / active EE | $3,266 | $6,913-52.8% | $6,161-47.0% | $4,839-32.5% |
| Participant deferral / active EE | $7,786 | $8,934-12.8% | $8,220-5.3% | $6,342+22.8% |
| Admin fee / account holder | $1,015 | $14,299-92.9% | $12,048-91.6% | $12,315-91.8% |