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 | $163,479 | $160,070+2.1% | $147,117+11.1% | $145,897+12.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.84% | 98.69%-83.8pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,483 | $5,285-34.1% | $4,932-29.4% | $4,663-25.3% |
| Participant deferral / active EE | $4,820 | $8,419-42.8% | $8,065-40.2% | $6,689-27.9% |
| Admin fee / account holder | $799 | $15,035-94.7% | $12,993-93.9% | $13,390-94.0% |