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 | $214,922 | $196,972+9.1% | $182,262+17.9% | $198,609+8.2% |
| Participation rate | 52.9% | 85.7%-32.8pp | 84.2%-31.3pp | 82.4%-29.4pp |
| Annual return | 13.53% | 158.27%-144.7pp | 140.60%-127.1pp | 202.70%-189.2pp |
| Employer contribution / active EE | $2,319 | $5,364-56.8% | $5,046-54.0% | $5,055-54.1% |
| Participant deferral / active EE | $4,864 | $8,643-43.7% | $8,276-41.2% | $6,977-30.3% |
| Admin fee / account holder | $14,409 | $18,429-21.8% | $16,712-13.8% | $19,030-24.3% |