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 | $218,891 | $109,904+99.2% | $97,167+125.3% | $145,959+50.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 12.15% | 243.43%-231.3pp | 75.27%-63.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $641 | $3,084-79.2% | $2,729-76.5% | $4,661-86.3% |
| Participant deferral / active EE | $5,194 | $4,676+11.1% | $4,264+21.8% | $6,689-22.3% |
| Admin fee / account holder | $3,234 | $6,216-48.0% | $5,650-42.8% | $13,398-75.9% |