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 | $175,825 | $114,130+54.1% | $96,192+82.8% | $167,553+4.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 10.84% | 190.07%-179.2pp | 192.09%-181.3pp | 478.89%-468.1pp |
| Employer contribution / active EE | $1,297 | $3,431-62.2% | $2,799-53.7% | $4,840-73.2% |
| Participant deferral / active EE | $2,503 | $5,198-51.8% | $4,351-42.5% | $6,343-60.5% |
| Admin fee / account holder | $5,189 | $6,901-24.8% | $5,539-6.3% | $12,316-57.9% |