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 | $201,234 | $160,040+25.7% | $147,096+36.8% | $145,877+37.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.40% | 98.49%-84.1pp | 419.75%-405.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $4,002 | $5,289-24.3% | $4,936-18.9% | $4,663-14.2% |
| Participant deferral / active EE | $9,596 | $8,429+13.8% | $8,071+18.9% | $6,691+43.4% |
| Admin fee / account holder | $3,973 | $15,050-73.6% | $13,005-69.4% | $13,402-70.4% |