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 | $179,841 | $70,366+155.6% | $66,674+169.7% | $138,895+29.5% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 15.26% | 386.41%-371.1pp | 321.24%-306.0pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,221 | $2,765-19.7% | $2,620-15.2% | $4,194-47.0% |
| Participant deferral / active EE | $3,734 | $4,374-14.6% | $4,084-8.6% | $6,396-41.6% |
| Admin fee / account holder | $1,063 | $5,262-79.8% | $5,098-79.2% | $12,562-91.5% |