Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $157,025 | $165,381-5.1% | $149,730+4.9% | $158,966-1.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 10.89% | 348.29%-337.4pp | 276.70%-265.8pp | 302.95%-292.1pp |
| Employer contribution / active EE | $3,587 | $5,104-29.7% | $4,645-22.8% | $4,762-24.7% |
| Participant deferral / active EE | $6,517 | $7,182-9.3% | $6,843-4.8% | $5,983+8.9% |
| Admin fee / account holder | $13,375 | $10,809+23.7% | $9,310+43.7% | $11,250+18.9% |