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 | $158,503 | $171,492-7.6% | $150,734+5.2% | $198,609-20.2% |
| Participation rate | 63.6% | 81.4%-17.8pp | 78.4%-14.8pp | 82.4%-18.7pp |
| Annual return | 12.39% | 804.70%-792.3pp | 600.81%-588.4pp | 202.70%-190.3pp |
| Employer contribution / active EE | $1,602 | $5,470-70.7% | $4,918-67.4% | $5,055-68.3% |
| Participant deferral / active EE | $3,390 | $6,259-45.8% | $5,610-39.6% | $6,977-51.4% |
| Admin fee / account holder | $11,188 | $17,628-36.5% | $14,905-24.9% | $19,030-41.2% |