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 | $152,270 | $72,071+111.3% | $68,368+122.7% | $137,256+10.9% |
| Participation rate | 41.7% | 76.2%-34.6pp | 73.8%-32.1pp | 80.0%-38.3pp |
| Annual return | 26.45% | 353.14%-326.7pp | 292.57%-266.1pp | 220.34%-193.9pp |
| Employer contribution / active EE | $1,312 | $2,788-52.9% | $2,649-50.5% | $4,156-68.4% |
| Participant deferral / active EE | $3,076 | $4,410-30.2% | $4,123-25.4% | $6,407-52.0% |
| Admin fee / account holder | $1,559 | $5,336-70.8% | $5,150-69.7% | $12,270-87.3% |