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 | $110,052 | $76,368+44.1% | $67,681+62.6% | $154,746-28.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 20.69% | 1066.77%-1046.1pp | 590.58%-569.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,572 | $3,151-18.4% | $2,678-4.0% | $4,379-41.3% |
| Participant deferral / active EE | $11,888 | $4,824+146.4% | $3,976+199.0% | $6,730+76.6% |
| Admin fee / account holder | $458 | $8,559-94.6% | $6,100-92.5% | $14,365-96.8% |