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 | $201,185 | $99,921+101.3% | $85,009+136.7% | $145,959+37.8% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 15.23% | 83.89%-68.7pp | 66.47%-51.2pp | 561.95%-546.7pp |
| Employer contribution / active EE | $864 | $3,233-73.3% | $2,728-68.3% | $4,661-81.5% |
| Participant deferral / active EE | $9,200 | $5,293+73.8% | $4,522+103.5% | $6,689+37.5% |
| Admin fee / account holder | $871 | $7,252-88.0% | $6,153-85.9% | $13,398-93.5% |