Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,876 | $90,691+52.0% | $76,119+81.1% | $145,884-5.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 9.75% | 624.52%-614.8pp | 361.25%-351.5pp | 551.85%-542.1pp |
| Employer contribution / active EE | $2,481 | $3,329-25.5% | $2,693-7.9% | $4,662-46.8% |
| Participant deferral / active EE | $8,042 | $5,167+55.6% | $4,259+88.8% | $6,690+20.2% |
| Admin fee / account holder | $1,367 | $8,383-83.7% | $6,421-78.7% | $13,392-89.8% |