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 | $210,806 | $208,088+1.3% | $186,193+13.2% | $154,746+36.2% |
| Participation rate | 47.1% | 80.0%-32.9pp | 77.1%-30.1pp | 80.7%-33.6pp |
| Annual return | 18.47% | 89.97%-71.5pp | 78.03%-59.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,042 | $4,340-53.0% | $3,918-47.9% | $4,379-53.4% |
| Participant deferral / active EE | $4,802 | $7,078-32.2% | $6,513-26.3% | $6,730-28.7% |
| Admin fee / account holder | $7,280 | $11,698-37.8% | $11,058-34.2% | $14,365-49.3% |