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 | $197,543 | $99,995+97.6% | $85,063+132.2% | $145,978+35.3% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-22.0pp |
| Annual return | 11.11% | 83.99%-72.9pp | 66.54%-55.4pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,370 | $3,231-57.6% | $2,727-49.8% | $4,662-70.6% |
| Participant deferral / active EE | $5,004 | $5,295-5.5% | $4,523+10.6% | $6,690-25.2% |
| Admin fee / account holder | $953 | $7,255-86.9% | $6,155-84.5% | $13,400-92.9% |