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 | $69,528 | $202,342-65.6% | $172,753-59.8% | $152,909-54.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 29.79% | 1029.88%-1000.1pp | 803.00%-773.2pp | 345.46%-315.7pp |
| Employer contribution / active EE | $2,554 | $5,857-56.4% | $5,144-50.4% | $4,764-46.4% |
| Participant deferral / active EE | $6,830 | $5,948+14.8% | $5,198+31.4% | $5,851+16.7% |
| Admin fee / account holder | $2,978 | $17,112-82.6% | $13,956-78.7% | $11,601-74.3% |