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 | $222,941 | $171,492+30.0% | $150,734+47.9% | $198,609+12.3% |
| Participation rate | 55.6% | 81.4%-25.9pp | 78.4%-22.9pp | 82.4%-26.8pp |
| Annual return | 13.94% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $1,648 | $5,470-69.9% | $4,918-66.5% | $5,055-67.4% |
| Participant deferral / active EE | $3,626 | $6,259-42.1% | $5,610-35.4% | $6,977-48.0% |
| Admin fee / account holder | $931 | $17,628-94.7% | $14,905-93.8% | $19,030-95.1% |