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 | $155,849 | $93,117+67.4% | $77,096+102.1% | $134,532+15.8% |
| Participation rate | 69.2% | 74.5%-5.3pp | 67.9%+1.3pp | 81.2%-12.0pp |
| Annual return | 32.24% | 62.67%-30.4pp | 42.35%-10.1pp | 418.27%-386.0pp |
| Employer contribution / active EE | $3,142 | $3,420-8.1% | $2,814+11.7% | $4,741-33.7% |
| Participant deferral / active EE | $4,088 | $5,241-22.0% | $4,429-7.7% | $6,401-36.1% |
| Admin fee / account holder | $1,436 | $6,948-79.3% | $5,428-73.5% | $11,429-87.4% |