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 | $115,847 | $149,040-22.3% | $120,225-3.6% | $137,256-15.6% |
| Participation rate | 63.6% | 75.4%-11.8pp | 69.6%-5.9pp | 80.0%-16.3pp |
| Annual return | 22.35% | 605.68%-583.3pp | 439.23%-416.9pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,384 | $4,350-45.2% | $3,475-31.4% | $4,156-42.6% |
| Participant deferral / active EE | $10,039 | $4,655+115.7% | $3,999+151.1% | $6,407+56.7% |
| Admin fee / account holder | $15,394 | $6,348+142.5% | $5,696+170.2% | $12,270+25.5% |