Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $209,391 | $159,978+30.9% | $147,041+42.4% | $145,978+43.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.24% | 98.36%-84.1pp | 419.21%-405.0pp | 550.52%-536.3pp |
| Employer contribution / active EE | $1,818 | $5,288-65.6% | $4,935-63.2% | $4,662-61.0% |
| Participant deferral / active EE | $3,116 | $8,429-63.0% | $8,071-61.4% | $6,690-53.4% |
| Admin fee / account holder | $2,061 | $15,053-86.3% | $13,006-84.2% | $13,400-84.6% |