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 | $211,932 | $183,539+15.5% | $155,556+36.2% | $145,897+45.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 9.01% | 61.31%-52.3pp | 64.84%-55.8pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,215 | $5,315-39.5% | $4,675-31.2% | $4,663-31.0% |
| Participant deferral / active EE | $5,975 | $6,467-7.6% | $5,631+6.1% | $6,689-10.7% |
| Admin fee / account holder | $31,973 | $19,275+65.9% | $15,885+101.3% | $13,390+138.8% |