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 | $212,562 | $111,535+90.6% | $105,223+102.0% | $137,256+54.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 13.61% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,587 | $3,939-59.7% | $3,689-57.0% | $4,156-61.8% |
| Participant deferral / active EE | $4,625 | $5,500-15.9% | $5,072-8.8% | $6,407-27.8% |
| Admin fee / account holder | $27,163 | $9,721+179.4% | $8,859+206.6% | $12,270+121.4% |