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 | $189,216 | $180,459+4.9% | $154,108+22.8% | $135,380+39.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -7.65% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $7,615 | $6,035+26.2% | $5,298+43.7% | $4,779+59.3% |
| Participant deferral / active EE | $7,086 | $5,806+22.0% | $5,081+39.5% | $5,609+26.3% |
| Admin fee / account holder | $5,524 | $16,145-65.8% | $13,411-58.8% | $10,828-49.0% |