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 | $126,072 | $27,936+351.3% | $58,561+115.3% | $75,173+67.7% |
| Participation rate | 67.7% | 38.8%+28.9pp | 50.9%+16.9pp | 67.2%+0.5pp |
| Annual return | 19.46% | 44.21%-24.8pp | 4251.33%-4231.9pp | 160.72%-141.3pp |
| Employer contribution / active EE | $1,333 | $670+99.2% | $1,053+26.6% | $2,671-50.1% |
| Participant deferral / active EE | $3,261 | $1,202+171.4% | $1,923+69.6% | $4,126-21.0% |
| Admin fee / account holder | $11,849 | $1,727+586.2% | $2,520+370.1% | $5,651+109.7% |