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 | $150,754 | $198,457-24.0% | $170,435-11.5% | $147,586+2.1% |
| Participation rate | 35.3% | 88.0%-52.7pp | 83.6%-48.3pp | 82.8%-47.5pp |
| Annual return | 13.91% | 257.30%-243.4pp | 205.94%-192.0pp | 578.59%-564.7pp |
| Employer contribution / active EE | $2,279 | $6,183-63.1% | $5,432-58.0% | $4,876-53.3% |
| Participant deferral / active EE | $4,102 | $5,629-27.1% | $4,939-16.9% | $5,439-24.6% |
| Admin fee / account holder | $9,528 | $16,852-43.5% | $13,881-31.4% | $10,886-12.5% |