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 | $168,159 | $175,231-4.0% | $149,696+12.3% | $139,466+20.6% |
| Participation rate | 25.0% | 83.4%-58.4pp | 78.8%-53.8pp | 80.3%-55.3pp |
| Annual return | 18.19% | 166.77%-148.6pp | 134.46%-116.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $2,143 | $5,478-60.9% | $4,821-55.5% | $4,754-54.9% |
| Participant deferral / active EE | $7,764 | $6,521+19.1% | $5,682+36.6% | $6,712+15.7% |
| Admin fee / account holder | $17,136 | $16,155+6.1% | $13,212+29.7% | $11,409+50.2% |