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 | $193,994 | $150,447+28.9% | $136,298+42.3% | $147,586+31.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 13.78% | 1049.15%-1035.4pp | 5156.27%-5142.5pp | 578.59%-564.8pp |
| Employer contribution / active EE | $6,755 | $5,256+28.5% | $4,696+43.8% | $4,876+38.5% |
| Participant deferral / active EE | $10,500 | $6,631+58.4% | $6,247+68.1% | $5,439+93.1% |
| Admin fee / account holder | $1,504 | $10,906-86.2% | $9,244-83.7% | $10,886-86.2% |