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 | $189,354 | $202,345-6.4% | $172,755+9.6% | $152,885+23.9% |
| Participation rate | 59.1% | 87.1%-28.0pp | 82.6%-23.6pp | 82.5%-23.4pp |
| Annual return | 30.35% | 1029.77%-999.4pp | 802.94%-772.6pp | 345.39%-315.0pp |
| Employer contribution / active EE | $2,914 | $5,858-50.3% | $5,144-43.3% | $4,763-38.8% |
| Participant deferral / active EE | $5,473 | $5,948-8.0% | $5,198+5.3% | $5,851-6.4% |
| Admin fee / account holder | $13,994 | $17,111-18.2% | $13,955+0.3% | $11,598+20.7% |