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 | $125,811 | $88,778+41.7% | $81,844+53.7% | $145,884-13.8% |
| Participation rate | 55.6% | 75.1%-19.5pp | 72.4%-16.8pp | 80.3%-24.7pp |
| Annual return | 18.73% | 1033.03%-1014.3pp | 778.87%-760.1pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,646 | $3,087-14.3% | $2,916-9.3% | $4,662-43.3% |
| Participant deferral / active EE | $10,849 | $4,648+133.4% | $4,323+150.9% | $6,690+62.2% |
| Admin fee / account holder | $1,518 | $8,430-82.0% | $7,355-79.4% | $13,392-88.7% |