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 | $141,364 | $106,918+32.2% | $84,021+68.2% | $152,897-7.5% |
| Participation rate | 58.3% | 75.2%-16.9pp | 69.0%-10.7pp | 82.5%-24.1pp |
| Annual return | 16.21% | 105.01%-88.8pp | 71.32%-55.1pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,242 | $2,735-54.6% | $1,984-37.4% | $4,764-73.9% |
| Participant deferral / active EE | $2,264 | $4,012-43.6% | $3,239-30.1% | $5,851-61.3% |
| Admin fee / account holder | $33,136 | $8,288+299.8% | $6,102+443.1% | $11,599+185.7% |