Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $152,130 | $125,237+21.5% | $105,608+44.1% | $145,877+4.3% |
| Participation rate | 63.6% | 77.7%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 17.30% | 225.76%-208.5pp | 116.50%-99.2pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,978 | $3,720-46.8% | $3,167-37.5% | $4,663-57.6% |
| Participant deferral / active EE | $7,207 | $5,711+26.2% | $5,010+43.9% | $6,691+7.7% |
| Admin fee / account holder | $3,574 | $17,287-79.3% | $11,028-67.6% | $13,402-73.3% |