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 | $109,679 | $156,927-30.1% | $121,169-9.5% | $139,456-21.4% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 14.37% | 1475.85%-1461.5pp | 986.71%-972.3pp | 373.45%-359.1pp |
| Employer contribution / active EE | $3,202 | $5,542-42.2% | $4,168-23.2% | $4,753-32.6% |
| Participant deferral / active EE | $8,870 | $4,848+82.9% | $4,083+117.3% | $6,711+32.2% |
| Admin fee / account holder | $3,272 | $6,946-52.9% | $5,645-42.0% | $11,407-71.3% |