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 | $134,623 | $52,353+157.1% | $120,225+12.0% | $82,448+63.3% |
| Participation rate | 63.2% | 58.3%+4.8pp | 69.6%-6.4pp | 68.1%-4.9pp |
| Annual return | 13.68% | 61.85%-48.2pp | 439.23%-425.6pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,968 | $1,510+30.3% | $3,475-43.4% | $2,551-22.8% |
| Participant deferral / active EE | $4,443 | $2,627+69.1% | $3,999+11.1% | $4,139+7.3% |
| Admin fee / account holder | $9,342 | $4,363+114.1% | $5,696+64.0% | $7,234+29.1% |