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 | $155,534 | $111,878+39.0% | $93,727+65.9% | $145,897+6.6% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.5pp |
| Annual return | 8.09% | 204.28%-196.2pp | 133.83%-125.7pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,532 | $3,092-50.5% | $2,421-36.7% | $4,663-67.1% |
| Participant deferral / active EE | $2,756 | $4,920-44.0% | $4,417-37.6% | $6,689-58.8% |
| Admin fee / account holder | $2,325 | $10,256-77.3% | $8,292-72.0% | $13,390-82.6% |