Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $179,259 | $175,259+2.3% | $149,723+19.7% | $139,487+28.5% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.6pp | 80.3%-15.1pp |
| Annual return | 17.55% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $1,909 | $5,478-65.2% | $4,821-60.4% | $4,755-59.9% |
| Participant deferral / active EE | $3,675 | $6,522-43.6% | $5,682-35.3% | $6,713-45.3% |
| Admin fee / account holder | $4,441 | $16,158-72.5% | $13,215-66.4% | $11,407-61.1% |