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 | $211,492 | $100,139+111.2% | $85,187+148.3% | $145,884+45.0% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 9.21% | 84.15%-74.9pp | 66.67%-57.5pp | 551.85%-542.6pp |
| Employer contribution / active EE | $1,375 | $3,238-57.5% | $2,732-49.7% | $4,662-70.5% |
| Participant deferral / active EE | $1,648 | $5,296-68.9% | $4,525-63.6% | $6,690-75.4% |
| Admin fee / account holder | $10,559 | $7,262+45.4% | $6,162+71.4% | $13,392-21.2% |