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 | $206,499 | $88,754+132.7% | $81,820+152.4% | $145,877+41.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 72.4%-47.4pp | 80.3%-55.3pp |
| Annual return | 15.25% | 1031.77%-1016.5pp | 777.93%-762.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $511 | $3,085-83.5% | $2,915-82.5% | $4,663-89.1% |
| Participant deferral / active EE | $2,509 | $4,648-46.0% | $4,323-41.9% | $6,691-62.5% |
| Admin fee / account holder | $1,052 | $8,424-87.5% | $7,391-85.8% | $13,402-92.2% |