Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $222,695 | $217,432+2.4% | $185,851+19.8% | $167,553+32.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.07% | 148.43%-133.4pp | 122.11%-107.0pp | 478.89%-463.8pp |
| Employer contribution / active EE | $2,930 | $5,874-50.1% | $5,168-43.3% | $4,840-39.5% |
| Participant deferral / active EE | $9,057 | $6,357+42.5% | $5,569+62.6% | $6,343+42.8% |
| Admin fee / account holder | $1,041 | $19,820-94.8% | $16,245-93.6% | $12,316-91.6% |