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 | $207,194 | $160,070+29.4% | $147,117+40.8% | $145,897+42.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.99% | 98.69%-83.7pp | 420.54%-405.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,972 | $5,285-62.7% | $4,932-60.0% | $4,663-57.7% |
| Participant deferral / active EE | $6,682 | $8,419-20.6% | $8,065-17.1% | $6,689-0.1% |
| Admin fee / account holder | $594 | $15,035-96.1% | $12,993-95.4% | $13,390-95.6% |