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 | $145,224 | $184,000-21.1% | $162,185-10.5% | $152,909-5.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 22.57% | 150.80%-128.2pp | 115.61%-93.0pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,231 | $6,370-65.0% | $5,613-60.3% | $4,764-53.2% |
| Participant deferral / active EE | $6,218 | $8,033-22.6% | $7,297-14.8% | $5,851+6.3% |
| Admin fee / account holder | $5,042 | $13,124-61.6% | $10,844-53.5% | $11,601-56.5% |