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 | $204,129 | $160,028+27.6% | $147,080+38.8% | $145,884+39.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.50% | 98.60%-87.1pp | 420.17%-408.7pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,935 | $5,286-63.4% | $4,933-60.8% | $4,662-58.5% |
| Participant deferral / active EE | $13,206 | $8,422+56.8% | $8,066+63.7% | $6,690+97.4% |
| Admin fee / account holder | $2,027 | $15,030-86.5% | $12,989-84.4% | $13,392-84.9% |