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 | $215,765 | $125,190+72.4% | $105,624+104.3% | $145,897+47.9% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.14% | 225.22%-214.1pp | 116.20%-105.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,768 | $3,720-52.5% | $3,168-44.2% | $4,663-62.1% |
| Participant deferral / active EE | $2,863 | $5,716-49.9% | $5,013-42.9% | $6,689-57.2% |
| Admin fee / account holder | $5,697 | $17,138-66.8% | $10,961-48.0% | $13,390-57.5% |