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 | $235,218 | $100,203+134.7% | $85,240+175.9% | $145,897+61.2% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 11.94% | 84.28%-72.3pp | 66.75%-54.8pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,076 | $3,242-5.1% | $2,735+12.4% | $4,663-34.0% |
| Participant deferral / active EE | $7,202 | $5,299+35.9% | $4,527+59.1% | $6,689+7.7% |
| Admin fee / account holder | $4,706 | $7,265-35.2% | $6,165-23.7% | $13,390-64.9% |