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 | $238,061 | $198,457+20.0% | $170,435+39.7% | $147,586+61.3% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 11.16% | 257.30%-246.1pp | 205.94%-194.8pp | 578.59%-567.4pp |
| Employer contribution / active EE | $7,111 | $6,183+15.0% | $5,432+30.9% | $4,876+45.8% |
| Participant deferral / active EE | $2,858 | $5,629-49.2% | $4,939-42.1% | $5,439-47.4% |
| Admin fee / account holder | $469 | $16,852-97.2% | $13,881-96.6% | $10,886-95.7% |