Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $169,754 | $148,623+14.2% | $135,974+24.8% | $139,466+21.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 13.87% | 79.30%-65.4pp | 68.30%-54.4pp | 373.66%-359.8pp |
| Employer contribution / active EE | $16,256 | $5,246+209.8% | $4,859+234.6% | $4,754+241.9% |
| Participant deferral / active EE | $15,333 | $8,103+89.2% | $7,760+97.6% | $6,712+128.4% |
| Admin fee / account holder | $1,643 | $12,406-86.8% | $10,767-84.7% | $11,409-85.6% |