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 | $184,953 | $183,516+0.8% | $155,534+18.9% | $145,884+26.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 15.41% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $21,500 | $5,315+304.5% | $4,675+359.9% | $4,662+361.1% |
| Participant deferral / active EE | $17,833 | $6,467+175.8% | $5,630+216.7% | $6,690+166.6% |
| Admin fee / account holder | $1,204 | $19,293-93.8% | $15,900-92.4% | $13,392-91.0% |