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 | $132,506 | $108,701+21.9% | $74,723+77.3% | $152,909-13.3% |
| Participation rate | 50.0% | 65.4%-15.4pp | 54.5%-4.5pp | 82.5%-32.5pp |
| Annual return | 25.43% | 114.12%-88.7pp | 753.18%-727.8pp | 345.46%-320.0pp |
| Employer contribution / active EE | $2,454 | $1,504+63.1% | $1,084+126.3% | $4,764-48.5% |
| Participant deferral / active EE | $4,768 | $2,709+76.0% | $1,962+143.1% | $5,851-18.5% |
| Admin fee / account holder | $22,917 | $4,906+367.1% | $3,335+587.2% | $11,601+97.6% |