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 | $228,387 | $176,105+29.7% | $159,474+43.2% | $167,536+36.3% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 15.42% | 331.91%-316.5pp | 263.68%-248.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,893 | $5,299-64.3% | $4,831-60.8% | $4,839-60.9% |
| Participant deferral / active EE | $4,584 | $7,751-40.9% | $7,353-37.7% | $6,342-27.7% |
| Admin fee / account holder | $985 | $12,559-92.2% | $10,802-90.9% | $12,315-92.0% |