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 | $233,823 | $176,120+32.8% | $159,487+46.6% | $167,553+39.6% |
| Participation rate | 63.6% | 85.0%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 18.87% | 331.95%-313.1pp | 263.71%-244.8pp | 478.89%-460.0pp |
| Employer contribution / active EE | $3,166 | $5,299-40.3% | $4,831-34.5% | $4,840-34.6% |
| Participant deferral / active EE | $7,671 | $7,752-1.0% | $7,354+4.3% | $6,343+21.0% |
| Admin fee / account holder | $4,958 | $12,561-60.5% | $10,804-54.1% | $12,316-59.7% |