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 | $118,298 | $108,685+8.8% | $74,719+58.3% | $152,885-22.6% |
| Participation rate | 55.6% | 65.3%-9.8pp | 54.5%+1.1pp | 82.5%-26.9pp |
| Annual return | 19.86% | 114.09%-94.2pp | 753.05%-733.2pp | 345.39%-325.5pp |
| Employer contribution / active EE | $423 | $1,504-71.9% | $1,084-61.0% | $4,763-91.1% |
| Participant deferral / active EE | $4,034 | $2,712+48.7% | $1,963+105.5% | $5,851-31.1% |
| Admin fee / account holder | $1,215 | $4,905-75.2% | $3,334-63.6% | $11,598-89.5% |