Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $246,264 | $160,028+53.9% | $147,080+67.4% | $145,884+68.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.73% | 98.60%-82.9pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,395 | $5,286-35.8% | $4,933-31.2% | $4,662-27.2% |
| Participant deferral / active EE | $8,400 | $8,422-0.3% | $8,066+4.1% | $6,690+25.6% |
| Admin fee / account holder | $4,562 | $15,030-69.6% | $12,989-64.9% | $13,392-65.9% |