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 | $227,736 | $209,425+8.7% | $178,499+27.6% | $158,966+43.3% |
| Participation rate | 28.6% | 86.4%-57.8pp | 81.9%-53.4pp | 82.0%-53.4pp |
| Annual return | 20.93% | 188.80%-167.9pp | 151.10%-130.2pp | 302.95%-282.0pp |
| Employer contribution / active EE | $1,280 | $5,707-77.6% | $5,011-74.5% | $4,762-73.1% |
| Participant deferral / active EE | $3,571 | $5,955-40.0% | $5,202-31.3% | $5,983-40.3% |
| Admin fee / account holder | $1,941 | $17,078-88.6% | $13,986-86.1% | $11,250-82.8% |