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 | $138,426 | $159,978-13.5% | $147,041-5.9% | $145,978-5.2% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 10.06% | 98.36%-88.3pp | 419.21%-409.1pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,565 | $5,288-51.5% | $4,935-48.0% | $4,662-45.0% |
| Participant deferral / active EE | $8,675 | $8,429+2.9% | $8,071+7.5% | $6,690+29.7% |
| Admin fee / account holder | $1,372 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |