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 | $141,556 | $88,815+59.4% | $81,882+72.9% | $145,897-3.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 16.95% | 1033.75%-1016.8pp | 779.47%-762.5pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,097 | $3,086-64.5% | $2,916-62.4% | $4,663-76.5% |
| Participant deferral / active EE | $4,130 | $4,647-11.1% | $4,323-4.5% | $6,689-38.3% |
| Admin fee / account holder | $426 | $8,434-94.9% | $7,360-94.2% | $13,390-96.8% |