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 | $142,119 | $102,595+38.5% | $94,057+51.1% | $154,746-8.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.40% | 583.42%-567.0pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $907 | $3,147-71.2% | $2,933-69.1% | $4,379-79.3% |
| Participant deferral / active EE | $3,390 | $5,118-33.8% | $4,709-28.0% | $6,730-49.6% |
| Admin fee / account holder | $3,217 | $7,736-58.4% | $7,244-55.6% | $14,365-77.6% |