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 | $115,839 | $110,093+5.2% | $97,295+19.1% | $145,897-20.6% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 14.59% | 244.76%-230.2pp | 75.62%-61.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,704 | $3,077-44.6% | $2,723-37.4% | $4,663-63.5% |
| Participant deferral / active EE | $3,007 | $4,678-35.7% | $4,264-29.5% | $6,689-55.1% |
| Admin fee / account holder | $13,519 | $6,212+117.6% | $5,646+139.4% | $13,390+1.0% |