Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $106,520 | $176,077-39.5% | $159,455-33.2% | $167,518-36.4% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 19.61% | 331.83%-312.2pp | 263.63%-244.0pp | 478.71%-459.1pp |
| Employer contribution / active EE | $3,086 | $5,298-41.7% | $4,830-36.1% | $4,838-36.2% |
| Participant deferral / active EE | $4,492 | $7,751-42.1% | $7,353-38.9% | $6,342-29.2% |
| Admin fee / account holder | $839 | $12,556-93.3% | $10,800-92.2% | $12,312-93.2% |