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 | $209,797 | $103,008+103.7% | $90,304+132.3% | $152,897+37.2% |
| Participation rate | 40.0% | 75.9%-35.9pp | 73.3%-33.3pp | 82.5%-42.5pp |
| Annual return | 17.21% | 95.22%-78.0pp | 78.13%-60.9pp | 345.43%-328.2pp |
| Employer contribution / active EE | $699 | $3,139-77.7% | $2,855-75.5% | $4,764-85.3% |
| Participant deferral / active EE | $7,240 | $4,281+69.1% | $3,885+86.4% | $5,851+23.7% |
| Admin fee / account holder | $1,542 | $6,175-75.0% | $5,354-71.2% | $11,599-86.7% |