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 | $87,925 | $96,419-8.8% | $80,648+9.0% | $139,487-37.0% |
| Participation rate | 28.6% | 73.6%-45.1pp | 67.0%-38.4pp | 80.3%-51.8pp |
| Annual return | 16.37% | 1352.86%-1336.5pp | 937.21%-920.8pp | 373.84%-357.5pp |
| Employer contribution / active EE | $954 | $3,261-70.7% | $2,724-65.0% | $4,755-79.9% |
| Participant deferral / active EE | $954 | $5,225-81.7% | $4,443-78.5% | $6,713-85.8% |
| Admin fee / account holder | $473 | $6,605-92.8% | $5,382-91.2% | $11,407-95.9% |