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 | $209,781 | $177,353+18.3% | $158,226+32.6% | $198,609+5.6% |
| Participation rate | 36.4% | 77.0%-40.7pp | 74.8%-38.5pp | 82.4%-46.0pp |
| Annual return | 13.28% | 599.50%-586.2pp | 501.41%-488.1pp | 202.70%-189.4pp |
| Employer contribution / active EE | $831 | $3,239-74.3% | $2,986-72.2% | $5,055-83.6% |
| Participant deferral / active EE | $2,249 | $4,615-51.3% | $4,317-47.9% | $6,977-67.8% |
| Admin fee / account holder | $1,263 | $10,960-88.5% | $10,217-87.6% | $19,030-93.4% |