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 | $191,584 | $176,105+8.8% | $159,474+20.1% | $167,536+14.4% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.41% | 331.91%-312.5pp | 263.68%-244.3pp | 478.82%-459.4pp |
| Employer contribution / active EE | $3,838 | $5,299-27.6% | $4,831-20.6% | $4,839-20.7% |
| Participant deferral / active EE | $13,700 | $7,751+76.7% | $7,353+86.3% | $6,342+116.0% |
| Admin fee / account holder | $40,048 | $12,559+218.9% | $10,802+270.7% | $12,315+225.2% |