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 | $181,170 | $209,422-13.5% | $178,503+1.5% | $158,982+14.0% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 10.05% | 188.81%-178.8pp | 151.12%-141.1pp | 302.99%-292.9pp |
| Employer contribution / active EE | $4,501 | $5,707-21.1% | $5,011-10.2% | $4,763-5.5% |
| Participant deferral / active EE | $7,389 | $5,955+24.1% | $5,202+42.0% | $5,983+23.5% |
| Admin fee / account holder | $2,257 | $17,079-86.8% | $13,987-83.9% | $11,252-79.9% |