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 | $196,575 | $110,248+78.3% | $95,728+105.3% | $139,456+41.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 69.51% | 27.16%+42.3pp | 28.40%+41.1pp | 373.45%-303.9pp |
| Employer contribution / active EE | $2,360 | $3,258-27.6% | $2,835-16.7% | $4,753-50.3% |
| Participant deferral / active EE | $8,474 | $4,675+81.2% | $4,245+99.6% | $6,711+26.3% |
| Admin fee / account holder | $5,574 | $6,607-15.6% | $5,673-1.7% | $11,407-51.1% |