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 | $173,755 | $159,978+8.6% | $147,041+18.2% | $145,978+19.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 13.12% | 98.36%-85.2pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $3,225 | $5,288-39.0% | $4,935-34.7% | $4,662-30.8% |
| Participant deferral / active EE | $7,983 | $8,429-5.3% | $8,071-1.1% | $6,690+19.3% |
| Admin fee / account holder | $7,922 | $15,053-47.4% | $13,006-39.1% | $13,400-40.9% |