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 | $182,803 | $176,077+3.8% | $159,455+14.6% | $167,518+9.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.35% | 331.83%-321.5pp | 263.63%-253.3pp | 478.71%-468.4pp |
| Employer contribution / active EE | $2,534 | $5,298-52.2% | $4,830-47.5% | $4,838-47.6% |
| Participant deferral / active EE | $4,331 | $7,751-44.1% | $7,353-41.1% | $6,342-31.7% |
| Admin fee / account holder | $4,734 | $12,556-62.3% | $10,800-56.2% | $12,312-61.6% |