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 | $220,961 | $102,385+115.8% | $147,080+50.2% | $80,935+173.0% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 16.41% | 135.09%-118.7pp | 420.17%-403.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,975 | $3,717-19.9% | $4,933-39.7% | $2,757+7.9% |
| Participant deferral / active EE | $6,682 | $6,651+0.5% | $8,066-17.2% | $4,299+55.4% |
| Admin fee / account holder | $1,763 | $7,951-77.8% | $12,989-86.4% | $6,924-74.5% |