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 | $182,669 | $111,814+63.4% | $93,654+95.0% | $145,959+25.2% |
| Participation rate | 61.5% | 74.2%-12.7pp | 68.7%-7.2pp | 80.3%-18.7pp |
| Annual return | 13.07% | 203.30%-190.2pp | 133.34%-120.3pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,035 | $3,092-66.5% | $2,421-57.2% | $4,661-77.8% |
| Participant deferral / active EE | $3,932 | $4,914-20.0% | $4,413-10.9% | $6,689-41.2% |
| Admin fee / account holder | $3,153 | $10,246-69.2% | $8,282-61.9% | $13,398-76.5% |