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 | $231,749 | $125,190+85.1% | $105,624+119.4% | $145,897+58.8% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 10.19% | 225.22%-215.0pp | 116.20%-106.0pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,633 | $3,720-29.2% | $3,168-16.9% | $4,663-43.5% |
| Participant deferral / active EE | $6,107 | $5,716+6.8% | $5,013+21.8% | $6,689-8.7% |
| Admin fee / account holder | $552 | $17,138-96.8% | $10,961-95.0% | $13,390-95.9% |