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 | $158,890 | $160,040-0.7% | $147,096+8.0% | $145,877+8.9% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.8pp | 80.3%-11.9pp |
| Annual return | 14.59% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $3,621 | $5,289-31.5% | $4,936-26.6% | $4,663-22.3% |
| Participant deferral / active EE | $3,325 | $8,429-60.6% | $8,071-58.8% | $6,691-50.3% |
| Admin fee / account holder | $2,838 | $15,050-81.1% | $13,005-78.2% | $13,402-78.8% |