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 | $180,891 | $157,304+15.0% | $141,197+28.1% | $152,909+18.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.76% | 64.34%-44.6pp | 71.41%-51.6pp | 345.46%-325.7pp |
| Employer contribution / active EE | $2,160 | $5,263-59.0% | $4,736-54.4% | $4,764-54.7% |
| Participant deferral / active EE | $5,255 | $7,111-26.1% | $6,710-21.7% | $5,851-10.2% |
| Admin fee / account holder | $3,000 | $12,126-75.3% | $10,265-70.8% | $11,601-74.1% |