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 | $200,709 | $148,623+35.0% | $135,974+47.6% | $139,466+43.9% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 22.36% | 79.30%-56.9pp | 68.30%-45.9pp | 373.66%-351.3pp |
| Employer contribution / active EE | $2,702 | $5,246-48.5% | $4,859-44.4% | $4,754-43.2% |
| Participant deferral / active EE | $4,360 | $8,103-46.2% | $7,760-43.8% | $6,712-35.0% |
| Admin fee / account holder | $4,265 | $12,406-65.6% | $10,767-60.4% | $11,409-62.6% |