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 | $139,127 | $111,878+24.4% | $93,727+48.4% | $145,897-4.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 15.83% | 204.28%-188.4pp | 133.83%-118.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $5,327 | $3,092+72.3% | $2,421+120.0% | $4,663+14.3% |
| Participant deferral / active EE | $10,789 | $4,920+119.3% | $4,417+144.2% | $6,689+61.3% |
| Admin fee / account holder | $3,693 | $10,256-64.0% | $8,292-55.5% | $13,390-72.4% |