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 | $167,498 | $165,361+1.3% | $149,715+11.9% | $158,950+5.4% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 16.06% | 348.24%-332.2pp | 276.66%-260.6pp | 302.91%-286.9pp |
| Employer contribution / active EE | $2,405 | $5,103-52.9% | $4,645-48.2% | $4,762-49.5% |
| Participant deferral / active EE | $6,826 | $7,182-5.0% | $6,842-0.2% | $5,983+14.1% |
| Admin fee / account holder | $9,153 | $10,808-15.3% | $9,310-1.7% | $11,248-18.6% |