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 | $207,025 | $159,978+29.4% | $147,041+40.8% | $145,978+41.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.55% | 98.36%-82.8pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $1,680 | $5,288-68.2% | $4,935-66.0% | $4,662-64.0% |
| Participant deferral / active EE | $8,837 | $8,429+4.8% | $8,071+9.5% | $6,690+32.1% |
| Admin fee / account holder | $1,369 | $15,053-90.9% | $13,006-89.5% | $13,400-89.8% |