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 | $152,227 | $88,778+71.5% | $81,844+86.0% | $145,884+4.3% |
| Participation rate | 22.2% | 75.1%-52.8pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 17.90% | 1033.03%-1015.1pp | 778.87%-761.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $3,286 | $3,087+6.4% | $2,916+12.7% | $4,662-29.5% |
| Participant deferral / active EE | $3,309 | $4,648-28.8% | $4,323-23.5% | $6,690-50.5% |
| Admin fee / account holder | $615 | $8,430-92.7% | $7,355-91.6% | $13,392-95.4% |