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 | $221,016 | $209,422+5.5% | $178,503+23.8% | $158,982+39.0% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 11.91% | 188.81%-176.9pp | 151.12%-139.2pp | 302.99%-291.1pp |
| Employer contribution / active EE | $4,774 | $5,707-16.3% | $5,011-4.7% | $4,763+0.2% |
| Participant deferral / active EE | $8,910 | $5,955+49.6% | $5,202+71.3% | $5,983+48.9% |
| Admin fee / account holder | $14,491 | $17,079-15.2% | $13,987+3.6% | $11,252+28.8% |