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 | $179,168 | $171,492+4.5% | $150,734+18.9% | $198,609-9.8% |
| Participation rate | 64.7% | 81.4%-16.7pp | 78.4%-13.7pp | 82.4%-17.7pp |
| Annual return | 12.15% | 804.70%-792.5pp | 600.81%-588.7pp | 202.70%-190.5pp |
| Employer contribution / active EE | $2,127 | $5,470-61.1% | $4,918-56.8% | $5,055-57.9% |
| Participant deferral / active EE | $4,217 | $6,259-32.6% | $5,610-24.8% | $6,977-39.6% |
| Admin fee / account holder | $10,345 | $17,628-41.3% | $14,905-30.6% | $19,030-45.6% |