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 | $109,831 | $209,422-47.6% | $178,503-38.5% | $158,982-30.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 14.52% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,961 | $5,707-65.6% | $5,011-60.9% | $4,763-58.8% |
| Participant deferral / active EE | $3,838 | $5,955-35.5% | $5,202-26.2% | $5,983-35.9% |
| Admin fee / account holder | $25,444 | $17,079+49.0% | $13,987+81.9% | $11,252+126.1% |