Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $217,328 | $111,535+94.9% | $105,223+106.5% | $137,256+58.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.44% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $4,190 | $3,939+6.4% | $3,689+13.6% | $4,156+0.8% |
| Participant deferral / active EE | $18,448 | $5,500+235.4% | $5,072+263.7% | $6,407+187.9% |
| Admin fee / account holder | $1,633 | $9,721-83.2% | $8,859-81.6% | $12,270-86.7% |