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 | $148,049 | $176,120-15.9% | $159,487-7.2% | $167,553-11.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.65% | 331.95%-319.3pp | 263.71%-251.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $1,819 | $5,299-65.7% | $4,831-62.4% | $4,840-62.4% |
| Participant deferral / active EE | $5,139 | $7,752-33.7% | $7,354-30.1% | $6,343-19.0% |
| Admin fee / account holder | $697 | $12,561-94.5% | $10,804-93.5% | $12,316-94.3% |