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 | $172,995 | $110,551+56.5% | $80,741+114.3% | $167,536+3.3% |
| Participation rate | 11.1% | 64.0%-52.8pp | 54.2%-43.1pp | 82.1%-71.0pp |
| Annual return | 14.87% | 120.57%-105.7pp | 87.30%-72.4pp | 478.82%-463.9pp |
| Employer contribution / active EE | $721 | $1,543-53.3% | $1,160-37.9% | $4,839-85.1% |
| Participant deferral / active EE | $2,888 | $2,870+0.6% | $2,145+34.6% | $6,342-54.5% |
| Admin fee / account holder | $1,161 | $4,547-74.5% | $3,380-65.6% | $12,315-90.6% |