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 | $180,380 | $167,030+8.0% | $135,768+32.9% | $155,188+16.2% |
| Participation rate | 52.2% | 76.2%-24.0pp | 71.1%-18.9pp | 80.8%-28.6pp |
| Annual return | 15.59% | 678.39%-662.8pp | 526.10%-510.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,368 | $4,132-66.9% | $3,394-59.7% | $4,248-67.8% |
| Participant deferral / active EE | $3,602 | $4,528-20.4% | $3,977-9.4% | $6,531-44.9% |
| Admin fee / account holder | $2,667 | $8,172-67.4% | $7,048-62.2% | $14,480-81.6% |