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 | $121,469 | $180,749-32.8% | $160,784-24.5% | $137,256-11.5% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.0%-52.0pp | 80.0%-55.0pp |
| Annual return | 23.38% | 2234.46%-2211.1pp | 1803.92%-1780.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,750 | $6,844+13.2% | $6,293+23.2% | $6,407+21.0% |
| Admin fee / account holder | $451 | $10,397-95.7% | $9,717-95.4% | $12,270-96.3% |