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 | $166,795 | $198,462-16.0% | $170,439-2.1% | $147,585+13.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 14.16% | 257.30%-243.1pp | 205.94%-191.8pp | 578.58%-564.4pp |
| Employer contribution / active EE | $2,354 | $6,184-61.9% | $5,433-56.7% | $4,876-51.7% |
| Participant deferral / active EE | $3,945 | $5,629-29.9% | $4,939-20.1% | $5,439-27.5% |
| Admin fee / account holder | $2,242 | $16,852-86.7% | $13,881-83.8% | $10,886-79.4% |