Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $215,894 | $110,093+96.1% | $97,295+121.9% | $145,897+48.0% |
| Participation rate | 22.2% | 75.9%-53.7pp | 72.7%-50.4pp | 80.3%-58.1pp |
| Annual return | 22.94% | 244.76%-221.8pp | 75.62%-52.7pp | 552.29%-529.4pp |
| Employer contribution / active EE | $344 | $3,077-88.8% | $2,723-87.4% | $4,663-92.6% |
| Participant deferral / active EE | $5,881 | $4,678+25.7% | $4,264+37.9% | $6,689-12.1% |
| Admin fee / account holder | $852 | $6,212-86.3% | $5,646-84.9% | $13,390-93.6% |