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 | $164,653 | $171,492-4.0% | $150,734+9.2% | $198,609-17.1% |
| Participation rate | 47.4% | 81.4%-34.0pp | 78.4%-31.1pp | 82.4%-35.0pp |
| Annual return | 12.14% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,111 | $5,470-61.4% | $4,918-57.1% | $5,055-58.2% |
| Participant deferral / active EE | $6,681 | $6,259+6.7% | $5,610+19.1% | $6,977-4.2% |
| Admin fee / account holder | $33,556 | $17,628+90.4% | $14,905+125.1% | $19,030+76.3% |