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 | $117,657 | $80,812+45.6% | $160,784-26.8% | $82,448+42.7% |
| Participation rate | 42.2% | 66.2%-24.0pp | 77.0%-34.7pp | 68.1%-25.8pp |
| Annual return | 35.95% | 100.59%-64.6pp | 1803.92%-1768.0pp | 41.64%-5.7pp |
| Employer contribution / active EE | $497 | $2,174-77.1% | $3,733-86.7% | $2,551-80.5% |
| Participant deferral / active EE | $2,138 | $4,335-50.7% | $6,293-66.0% | $4,139-48.4% |
| Admin fee / account holder | $21,324 | $7,695+177.1% | $9,717+119.5% | $7,234+194.8% |