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 | $111,682 | $160,040-30.2% | $147,096-24.1% | $145,877-23.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.54% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.7pp |
| Employer contribution / active EE | $9,210 | $5,289+74.1% | $4,936+86.6% | $4,663+97.5% |
| Participant deferral / active EE | $6,231 | $8,429-26.1% | $8,071-22.8% | $6,691-6.9% |
| Admin fee / account holder | $18,933 | $15,050+25.8% | $13,005+45.6% | $13,402+41.3% |