Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $98,161 | $102,595-4.3% | $94,057+4.4% | $154,746-36.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 19.60% | 583.42%-563.8pp | 480.62%-461.0pp | 172.34%-152.7pp |
| Employer contribution / active EE | $4,938 | $3,147+56.9% | $2,933+68.4% | $4,379+12.8% |
| Participant deferral / active EE | $8,529 | $5,118+66.6% | $4,709+81.1% | $6,730+26.7% |
| Admin fee / account holder | $1,293 | $7,736-83.3% | $7,244-82.2% | $14,365-91.0% |