Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $217,575 | $183,592+18.5% | $155,567+39.9% | $145,959+49.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 24.71% | 61.24%-36.5pp | 64.74%-40.0pp | 561.95%-537.2pp |
| Employer contribution / active EE | $1,887 | $5,315-64.5% | $4,674-59.6% | $4,661-59.5% |
| Participant deferral / active EE | $6,567 | $6,464+1.6% | $5,628+16.7% | $6,689-1.8% |
| Admin fee / account holder | $1,020 | $19,318-94.7% | $15,916-93.6% | $13,398-92.4% |