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 | $181,358 | $166,242+9.1% | $165,071+9.9% | $145,884+24.3% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 11.76% | 100.44%-88.7pp | 70.17%-58.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,922 | $6,964-58.0% | $6,035-51.6% | $6,690-56.3% |
| Admin fee / account holder | $4,706 | $16,658-71.7% | $12,695-62.9% | $13,392-64.9% |