Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $216,984 | $69,118+213.9% | $53,647+304.5% | $138,895+56.2% |
| Participation rate | 33.3% | 64.0%-30.6pp | 56.3%-22.9pp | 79.9%-46.6pp |
| Annual return | 11.59% | 248.26%-236.7pp | 358.33%-346.7pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,243 | $1,189+88.5% | $962+133.1% | $4,194-46.5% |
| Participant deferral / active EE | $7,833 | $2,274+244.5% | $1,813+332.0% | $6,396+22.5% |
| Admin fee / account holder | $2,015 | $2,724-26.0% | $2,460-18.1% | $12,562-84.0% |