Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $122,743 | $123,750-0.8% | $69,611+76.3% | $145,877-15.9% |
| Participation rate | 63.6% | 69.2%-5.6pp | 66.4%-2.8pp | 80.3%-16.7pp |
| Annual return | 14.25% | 192.03%-177.8pp | 101.14%-86.9pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,178 | $2,672+19.0% | $1,709+86.0% | $4,663-31.8% |
| Participant deferral / active EE | $8,234 | $4,243+94.1% | $2,891+184.8% | $6,691+23.1% |
| Admin fee / account holder | $9,648 | $7,817+23.4% | $4,696+105.5% | $13,402-28.0% |