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 | $149,221 | $176,688-15.5% | $130,660+14.2% | $152,909-2.4% |
| Participation rate | 68.8% | 79.0%-10.2pp | 71.7%-3.0pp | 82.5%-13.7pp |
| Annual return | 21.75% | 2693.08%-2671.3pp | 1709.29%-1687.5pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,378 | $5,743-76.0% | $4,092-66.3% | $4,764-71.1% |
| Participant deferral / active EE | $2,072 | $4,362-52.5% | $3,603-42.5% | $5,851-64.6% |
| Admin fee / account holder | $1,586 | $7,131-77.8% | $5,463-71.0% | $11,601-86.3% |