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 | $122,406 | $90,397+35.4% | $76,002+61.1% | $145,959-16.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 9.19% | 621.97%-612.8pp | 360.07%-350.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $1,629 | $3,317-50.9% | $2,688-39.4% | $4,661-65.0% |
| Participant deferral / active EE | $4,995 | $5,163-3.3% | $4,257+17.3% | $6,689-25.3% |
| Admin fee / account holder | $9,742 | $8,369+16.4% | $6,414+51.9% | $13,398-27.3% |