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 | $80,383 | $144,124-44.2% | $117,857-31.8% | $147,585-45.5% |
| Participation rate | 14.3% | 83.4%-69.1pp | 79.7%-65.4pp | 82.8%-68.5pp |
| Annual return | 16.89% | 531.17%-514.3pp | 335.09%-318.2pp | 578.57%-561.7pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,789 | $5,316-66.3% | $4,482-60.1% | $5,439-67.1% |
| Admin fee / account holder | $14,481 | $10,886+33.0% | $8,020+80.6% | $10,885+33.0% |