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 | $171,518 | $60,261+184.6% | $81,783+109.7% | $74,546+130.1% |
| Participation rate | 19.2% | 62.9%-43.6pp | 72.4%-53.1pp | 67.2%-48.0pp |
| Annual return | 36.44% | 16.88%+19.6pp | 775.05%-738.6pp | 1366.03%-1329.6pp |
| Employer contribution / active EE | $825 | $2,622-68.5% | $2,913-71.7% | $2,624-68.6% |
| Participant deferral / active EE | $1,982 | $3,388-41.5% | $4,320-54.1% | $4,347-54.4% |
| Admin fee / account holder | $791 | $1,482-46.6% | $7,380-89.3% | $1,944-59.3% |