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 | $219,015 | $176,105+24.4% | $159,474+37.3% | $167,536+30.7% |
| Participation rate | 69.2% | 85.0%-15.7pp | 82.8%-13.6pp | 82.1%-12.9pp |
| Annual return | 19.70% | 331.91%-312.2pp | 263.68%-244.0pp | 478.82%-459.1pp |
| Employer contribution / active EE | $1,923 | $5,299-63.7% | $4,831-60.2% | $4,839-60.3% |
| Participant deferral / active EE | $6,648 | $7,751-14.2% | $7,353-9.6% | $6,342+4.8% |
| Admin fee / account holder | $465 | $12,559-96.3% | $10,802-95.7% | $12,315-96.2% |