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 | $145,541 | $100,938+44.2% | $90,461+60.9% | $158,982-8.5% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 6.23% | 1727.20%-1721.0pp | 1294.76%-1288.5pp | 302.99%-296.8pp |
| Employer contribution / active EE | $1,637 | $3,691-55.7% | $3,264-49.8% | $4,763-65.6% |
| Participant deferral / active EE | $6,024 | $4,350+38.5% | $3,964+51.9% | $5,983+0.7% |
| Admin fee / account holder | $350 | $6,510-94.6% | $5,617-93.8% | $11,252-96.9% |