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 | $179,889 | $160,040+12.4% | $147,096+22.3% | $145,877+23.3% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 10.04% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,202 | $5,289-77.3% | $4,936-75.7% | $4,663-74.2% |
| Participant deferral / active EE | $2,914 | $8,429-65.4% | $8,071-63.9% | $6,691-56.4% |
| Admin fee / account holder | $471 | $15,050-96.9% | $13,005-96.4% | $13,402-96.5% |