Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $64,173 | $102,696-37.5% | $86,235-25.6% | $139,487-54.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.0%-6.5pp | 80.3%-17.8pp |
| Annual return | 25.88% | 1925.91%-1900.0pp | 1170.03%-1144.1pp | 373.84%-348.0pp |
| Employer contribution / active EE | $4,704 | $3,034+55.0% | $2,381+97.6% | $4,755-1.1% |
| Participant deferral / active EE | $7,123 | $4,679+52.2% | $3,987+78.7% | $6,713+6.1% |
| Admin fee / account holder | $2,890 | $8,667-66.7% | $6,856-57.9% | $11,407-74.7% |