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 | $151,673 | $70,366+115.6% | $66,674+127.5% | $138,895+9.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.7%-11.8pp | 79.9%-18.0pp |
| Annual return | 14.94% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,340 | $2,765-51.5% | $2,620-48.8% | $4,194-68.0% |
| Participant deferral / active EE | $1,780 | $4,374-59.3% | $4,084-56.4% | $6,396-72.2% |
| Admin fee / account holder | $4,435 | $5,262-15.7% | $5,098-13.0% | $12,562-64.7% |