Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $240,177 | $169,361+41.8% | $129,397+85.6% | $145,877+64.6% |
| Participation rate | 63.6% | 76.5%-12.8pp | 69.6%-6.0pp | 80.3%-16.7pp |
| Annual return | 11.36% | 14395.54%-14384.2pp | 9453.98%-9442.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $6,000 | $5,542+8.3% | $4,154+44.4% | $4,663+28.7% |
| Participant deferral / active EE | $9,036 | $4,987+81.2% | $4,167+116.8% | $6,691+35.1% |
| Admin fee / account holder | $4,041 | $9,903-59.2% | $7,679-47.4% | $13,402-69.9% |