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 | $181,986 | $107,941+68.6% | $91,994+97.8% | $152,897+19.0% |
| Participation rate | 61.5% | 81.2%-19.7pp | 78.6%-17.1pp | 82.5%-20.9pp |
| Annual return | 21.85% | 89.28%-67.4pp | 69.04%-47.2pp | 345.43%-323.6pp |
| Employer contribution / active EE | $1,759 | $4,212-58.2% | $3,453-49.0% | $4,764-63.1% |
| Participant deferral / active EE | $4,546 | $6,366-28.6% | $5,924-23.3% | $5,851-22.3% |
| Admin fee / account holder | $38,754 | $10,521+268.3% | $7,744+400.4% | $11,599+234.1% |