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 | $212,098 | $190,862+11.1% | $159,991+32.6% | $134,509+57.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -16.73% | 552.59%-569.3pp | 408.82%-425.6pp | 418.13%-434.9pp |
| Employer contribution / active EE | $665 | $4,995-86.7% | $4,225-84.3% | $4,741-86.0% |
| Participant deferral / active EE | $3,510 | $6,924-49.3% | $6,183-43.2% | $6,400-45.2% |
| Admin fee / account holder | $21,673 | $10,495+106.5% | $8,715+148.7% | $11,427+89.7% |