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 | $194,735 | $72,071+170.2% | $68,368+184.8% | $137,256+41.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.0%-17.5pp |
| Annual return | 18.11% | 353.14%-335.0pp | 292.57%-274.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $993 | $2,788-64.4% | $2,649-62.5% | $4,156-76.1% |
| Participant deferral / active EE | $4,749 | $4,410+7.7% | $4,123+15.2% | $6,407-25.9% |
| Admin fee / account holder | $5,742 | $5,336+7.6% | $5,150+11.5% | $12,270-53.2% |