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 | $139,049 | $160,040-13.1% | $147,096-5.5% | $145,877-4.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.73% | 98.49%-83.8pp | 419.75%-405.0pp | 551.28%-536.6pp |
| Employer contribution / active EE | $3,763 | $5,289-28.9% | $4,936-23.8% | $4,663-19.3% |
| Participant deferral / active EE | $12,122 | $8,429+43.8% | $8,071+50.2% | $6,691+81.2% |
| Admin fee / account holder | $5,922 | $15,050-60.7% | $13,005-54.5% | $13,402-55.8% |