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 | $212,327 | $109,905+93.2% | $98,506+115.5% | $167,553+26.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 10.37% | 1960.20%-1949.8pp | 1494.92%-1484.5pp | 478.89%-468.5pp |
| Employer contribution / active EE | $2,873 | $3,226-10.9% | $2,961-3.0% | $4,840-40.6% |
| Participant deferral / active EE | $7,601 | $4,674+62.6% | $4,277+77.7% | $6,343+19.8% |
| Admin fee / account holder | $10,523 | $6,760+55.7% | $5,955+76.7% | $12,316-14.6% |