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 | $225,748 | $109,872+105.5% | $98,483+129.2% | $167,536+34.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 12.46% | 1959.31%-1946.9pp | 1494.38%-1481.9pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,102 | $3,225-34.8% | $2,961-29.0% | $4,839-56.6% |
| Participant deferral / active EE | $8,416 | $4,673+80.1% | $4,276+96.8% | $6,342+32.7% |
| Admin fee / account holder | $1,127 | $6,757-83.3% | $5,953-81.1% | $12,315-90.8% |