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 | $155,506 | $60,139+158.6% | $90,461+71.9% | $79,856+94.7% |
| Participation rate | 35.3% | 65.0%-29.7pp | 72.7%-37.4pp | 69.6%-34.3pp |
| Annual return | 21.48% | 71.96%-50.5pp | 1294.76%-1273.3pp | 31.71%-10.2pp |
| Employer contribution / active EE | $870 | $2,069-57.9% | $3,264-73.3% | $2,471-64.8% |
| Participant deferral / active EE | $2,133 | $2,939-27.4% | $3,964-46.2% | $3,741-43.0% |
| Admin fee / account holder | $3,573 | $3,978-10.2% | $5,617-36.4% | $5,306-32.7% |