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 | $155,290 | $183,539-15.4% | $155,556-0.2% | $145,897+6.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 10.22% | 61.31%-51.1pp | 64.84%-54.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $2,800 | $5,315-47.3% | $4,675-40.1% | $4,663-39.9% |
| Participant deferral / active EE | $6,142 | $6,467-5.0% | $5,631+9.1% | $6,689-8.2% |
| Admin fee / account holder | $1,537 | $19,275-92.0% | $15,885-90.3% | $13,390-88.5% |