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 | $237,895 | $91,537+159.9% | $130,045+82.9% | $75,173+216.5% |
| Participation rate | 65.1% | 71.5%-6.3pp | 78.5%-13.4pp | 67.2%-2.1pp |
| Annual return | 19.41% | -631.55%+651.0pp | -137.30%+156.7pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,441 | $2,845-14.2% | $4,321-43.5% | $2,671-8.6% |
| Participant deferral / active EE | $5,585 | $4,343+28.6% | $5,820-4.0% | $4,126+35.3% |
| Admin fee / account holder | $18,299 | $6,780+169.9% | $10,600+72.6% | $5,651+223.8% |