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 | $153,698 | $166,268-7.6% | $165,100-6.9% | $145,897+5.3% |
| Participation rate | 68.2% | 82.0%-13.8pp | 78.6%-10.4pp | 80.3%-12.1pp |
| Annual return | 18.58% | 100.52%-81.9pp | 70.21%-51.6pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,778 | $5,284-66.4% | $4,348-59.1% | $4,663-61.9% |
| Participant deferral / active EE | $5,042 | $6,964-27.6% | $6,035-16.5% | $6,689-24.6% |
| Admin fee / account holder | $508 | $16,659-96.9% | $12,696-96.0% | $13,390-96.2% |