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 | $156,393 | $160,040-2.3% | $147,096+6.3% | $145,877+7.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.56% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,859 | $5,289-27.0% | $4,936-21.8% | $4,663-17.2% |
| Participant deferral / active EE | $12,036 | $8,429+42.8% | $8,071+49.1% | $6,691+79.9% |
| Admin fee / account holder | $1,047 | $15,050-93.0% | $13,005-91.9% | $13,402-92.2% |