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 | $129,564 | $144,130-10.1% | $117,860+9.9% | $147,585-12.2% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 21.58% | 531.20%-509.6pp | 335.10%-313.5pp | 578.58%-557.0pp |
| Employer contribution / active EE | $2,101 | $4,897-57.1% | $3,786-44.5% | $4,876-56.9% |
| Participant deferral / active EE | $4,120 | $5,316-22.5% | $4,482-8.1% | $5,439-24.3% |
| Admin fee / account holder | $1,653 | $10,887-84.8% | $8,021-79.4% | $10,886-84.8% |