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 | $200,416 | $58,258+244.0% | $81,820+144.9% | $80,925+147.7% |
| Participation rate | 41.9% | 63.5%-21.6pp | 72.4%-30.5pp | 67.7%-25.8pp |
| Annual return | 13.17% | 41.76%-28.6pp | 777.93%-764.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $1,128 | $2,345-51.9% | $2,915-61.3% | $2,756-59.1% |
| Participant deferral / active EE | $2,860 | $3,284-12.9% | $4,323-33.8% | $4,299-33.5% |
| Admin fee / account holder | $28,471 | $4,976+472.1% | $7,391+285.2% | $6,940+310.2% |