Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $134,023 | $160,070-16.3% | $147,117-8.9% | $145,897-8.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.55% | 98.69%-87.1pp | 420.54%-409.0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $1,995 | $5,285-62.2% | $4,932-59.6% | $4,663-57.2% |
| Participant deferral / active EE | $3,420 | $8,419-59.4% | $8,065-57.6% | $6,689-48.9% |
| Admin fee / account holder | $2,014 | $15,035-86.6% | $12,993-84.5% | $13,390-85.0% |