Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $158,937 | $180,749-12.1% | $160,784-1.1% | $137,256+15.8% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 19.70% | 2234.46%-2214.8pp | 1803.92%-1784.2pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,021 | $4,155-51.4% | $3,733-45.9% | $4,156-51.4% |
| Participant deferral / active EE | $14,800 | $6,844+116.2% | $6,293+135.2% | $6,407+131.0% |
| Admin fee / account holder | $9,153 | $10,397-12.0% | $9,717-5.8% | $12,270-25.4% |