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 | $165,933 | $70,366+135.8% | $66,674+148.9% | $138,895+19.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 28.94% | 386.41%-357.5pp | 321.24%-292.3pp | 145.39%-116.5pp |
| Employer contribution / active EE | $2,355 | $2,765-14.8% | $2,620-10.1% | $4,194-43.9% |
| Participant deferral / active EE | $2,681 | $4,374-38.7% | $4,084-34.3% | $6,396-58.1% |
| Admin fee / account holder | $1,080 | $5,262-79.5% | $5,098-78.8% | $12,562-91.4% |