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 | $102,001 | $183,988-44.6% | $162,177-37.1% | $152,897-33.3% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.5%-13.2pp |
| Annual return | 21.26% | 150.79%-129.5pp | 115.60%-94.3pp | 345.43%-324.2pp |
| Employer contribution / active EE | $5,127 | $6,370-19.5% | $5,613-8.7% | $4,764+7.6% |
| Participant deferral / active EE | $6,875 | $8,032-14.4% | $7,297-5.8% | $5,851+17.5% |
| Admin fee / account holder | $1,200 | $13,123-90.9% | $10,843-88.9% | $11,599-89.7% |