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 | $162,928 | $198,457-17.9% | $170,435-4.4% | $147,586+10.4% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 19.13% | 257.30%-238.2pp | 205.94%-186.8pp | 578.59%-559.5pp |
| Employer contribution / active EE | $2,060 | $6,183-66.7% | $5,432-62.1% | $4,876-57.8% |
| Participant deferral / active EE | $2,760 | $5,629-51.0% | $4,939-44.1% | $5,439-49.3% |
| Admin fee / account holder | $16,851 | $16,8520% | $13,881+21.4% | $10,886+54.8% |