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 | $183,146 | $183,539-0.2% | $155,556+17.7% | $145,897+25.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 10.10% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,701 | $5,315-68.0% | $4,675-63.6% | $4,663-63.5% |
| Participant deferral / active EE | $4,757 | $6,467-26.4% | $5,631-15.5% | $6,689-28.9% |
| Admin fee / account holder | $1,607 | $19,275-91.7% | $15,885-89.9% | $13,390-88.0% |