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 | $152,591 | $100,911+51.2% | $90,440+68.7% | $158,966-4.0% |
| Participation rate | 63.2% | 75.0%-11.9pp | 72.7%-9.5pp | 82.0%-18.8pp |
| Annual return | 14.15% | 1726.62%-1712.5pp | 1294.38%-1280.2pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,976 | $3,690-19.3% | $3,263-8.8% | $4,762-37.5% |
| Participant deferral / active EE | $6,773 | $4,348+55.8% | $3,964+70.9% | $5,983+13.2% |
| Admin fee / account holder | $1,026 | $6,507-84.2% | $5,615-81.7% | $11,250-90.9% |