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 | $153,009 | $85,060+79.9% | $70,548+116.9% | $139,456+9.7% |
| Participation rate | 44.4% | 73.9%-29.5pp | 68.3%-23.9pp | 80.3%-35.9pp |
| Annual return | 27.98% | 30.38%-2.4pp | 32.78%-4.8pp | 373.45%-345.5pp |
| Employer contribution / active EE | $2,422 | $3,911-38.1% | $2,975-18.6% | $4,753-49.0% |
| Participant deferral / active EE | $4,102 | $5,890-30.4% | $4,567-10.2% | $6,711-38.9% |
| Admin fee / account holder | $18,870 | $8,925+111.4% | $6,424+193.8% | $11,407+65.4% |