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 | $42,915 | $99,011-56.7% | $86,582-50.4% | $147,586-70.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 76.95% | 1312.75%-1235.8pp | 965.08%-888.1pp | 578.59%-501.6pp |
| Employer contribution / active EE | $2,258 | $3,132-27.9% | $2,839-20.5% | $4,876-53.7% |
| Participant deferral / active EE | $694 | $3,972-82.5% | $3,609-80.8% | $5,439-87.2% |
| Admin fee / account holder | $5,368 | $5,709-6.0% | $4,904+9.5% | $10,886-50.7% |