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 | $212,959 | $109,872+93.8% | $98,483+116.2% | $167,536+27.1% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 17.24% | 1959.31%-1942.1pp | 1494.38%-1477.1pp | 478.82%-461.6pp |
| Employer contribution / active EE | $976 | $3,225-69.8% | $2,961-67.0% | $4,839-79.8% |
| Participant deferral / active EE | $2,887 | $4,673-38.2% | $4,276-32.5% | $6,342-54.5% |
| Admin fee / account holder | $484 | $6,757-92.8% | $5,953-91.9% | $12,315-96.1% |