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 | $116,353 | $175,231-33.6% | $149,696-22.3% | $139,466-16.6% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 12.56% | 166.77%-154.2pp | 134.46%-121.9pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,593 | $5,478-70.9% | $4,821-67.0% | $4,754-66.5% |
| Participant deferral / active EE | $3,080 | $6,521-52.8% | $5,682-45.8% | $6,712-54.1% |
| Admin fee / account holder | $3,155 | $16,155-80.5% | $13,212-76.1% | $11,409-72.3% |