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 | $248,176 | $202,430+22.6% | $169,369+46.5% | $139,427+78.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 14.98% | 531.86%-516.9pp | 405.70%-390.7pp | 373.27%-358.3pp |
| Employer contribution / active EE | $3,740 | $4,690-20.3% | $4,011-6.8% | $4,752-21.3% |
| Participant deferral / active EE | $14,030 | $6,938+102.2% | $6,221+125.5% | $6,711+109.1% |
| Admin fee / account holder | $1,800 | $10,716-83.2% | $9,009-80.0% | $11,404-84.2% |