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 | $158,529 | $160,040-0.9% | $147,096+7.8% | $145,877+8.7% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 12.43% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,710 | $5,289-67.7% | $4,936-65.4% | $4,663-63.3% |
| Participant deferral / active EE | $6,571 | $8,429-22.0% | $8,071-18.6% | $6,691-1.8% |
| Admin fee / account holder | $17,078 | $15,050+13.5% | $13,005+31.3% | $13,402+27.4% |