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 | $134,479 | $160,028-16.0% | $147,080-8.6% | $145,884-7.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.34% | 98.60%-84.3pp | 420.17%-405.8pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,127 | $5,286-59.8% | $4,933-56.9% | $4,662-54.4% |
| Participant deferral / active EE | $5,828 | $8,422-30.8% | $8,066-27.7% | $6,690-12.9% |
| Admin fee / account holder | $1,412 | $15,030-90.6% | $12,989-89.1% | $13,392-89.5% |