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 | $190,232 | $104,924+81.3% | $84,623+124.8% | $152,885+24.4% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 24.51% | 373.82%-349.3pp | 258.77%-234.3pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,366 | $3,302-58.6% | $2,652-48.5% | $4,763-71.3% |
| Participant deferral / active EE | $1,660 | $4,689-64.6% | $3,899-57.4% | $5,851-71.6% |
| Admin fee / account holder | $16,726 | $6,242+168.0% | $4,913+240.4% | $11,598+44.2% |