Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $246,794 | $159,978+54.3% | $147,041+67.8% | $145,978+69.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 15.22% | 98.36%-83.1pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,715 | $5,288-48.7% | $4,935-45.0% | $4,662-41.8% |
| Participant deferral / active EE | $7,012 | $8,429-16.8% | $8,071-13.1% | $6,690+4.8% |
| Admin fee / account holder | $8,260 | $15,053-45.1% | $13,006-36.5% | $13,400-38.4% |