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 | $205,506 | $88,815+131.4% | $81,882+151.0% | $145,897+40.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 10.40% | 1033.75%-1023.3pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $629 | $3,086-79.6% | $2,916-78.4% | $4,663-86.5% |
| Participant deferral / active EE | $9,016 | $4,647+94.0% | $4,323+108.6% | $6,689+34.8% |
| Admin fee / account holder | $2,287 | $8,434-72.9% | $7,360-68.9% | $13,390-82.9% |