Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $167,816 | $160,070+4.8% | $147,117+14.1% | $145,897+15.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.86% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,869 | $5,285-26.8% | $4,932-21.6% | $4,663-17.0% |
| Participant deferral / active EE | $10,446 | $8,419+24.1% | $8,065+29.5% | $6,689+56.2% |
| Admin fee / account holder | $1,431 | $15,035-90.5% | $12,993-89.0% | $13,390-89.3% |