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 | $239,214 | $165,399+44.6% | $149,745+59.7% | $158,982+50.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 112.54% | 348.34%-235.8pp | 276.72%-164.2pp | 302.99%-190.5pp |
| Employer contribution / active EE | $936 | $5,105-81.7% | $4,646-79.9% | $4,763-80.3% |
| Participant deferral / active EE | $3,356 | $7,183-53.3% | $6,843-51.0% | $5,983-43.9% |
| Admin fee / account holder | $1,612 | $10,811-85.1% | $9,312-82.7% | $11,252-85.7% |