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 | $171,212 | $150,412+13.8% | $120,574+42.0% | $145,884+17.4% |
| Participation rate | 64.3% | 78.8%-14.5pp | 71.9%-7.7pp | 80.3%-16.0pp |
| Annual return | 11.52% | 154.50%-143.0pp | 107.42%-95.9pp | 551.85%-540.3pp |
| Employer contribution / active EE | $4,617 | $4,355+6.0% | $3,471+33.0% | $4,662-1.0% |
| Participant deferral / active EE | $6,279 | $6,175+1.7% | $4,996+25.7% | $6,690-6.1% |
| Admin fee / account holder | $46,578 | $12,224+281.1% | $9,445+393.2% | $13,392+247.8% |