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 | $179,546 | $202,440-11.3% | $169,390+6.0% | $139,466+28.7% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 15.24% | 532.36%-517.1pp | 406.07%-390.8pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,088 | $4,693-55.5% | $4,013-48.0% | $4,754-56.1% |
| Participant deferral / active EE | $3,733 | $6,940-46.2% | $6,222-40.0% | $6,712-44.4% |
| Admin fee / account holder | $3,950 | $10,722-63.2% | $9,015-56.2% | $11,409-65.4% |