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 | $234,598 | $101,063+132.1% | $81,473+187.9% | $147,586+59.0% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 16.28% | 32.41%-16.1pp | 38.78%-22.5pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,361 | $3,206-26.4% | $2,568-8.1% | $4,876-51.6% |
| Participant deferral / active EE | $6,533 | $4,242+54.0% | $3,537+84.7% | $5,439+20.1% |
| Admin fee / account holder | $1,000 | $5,812-82.8% | $4,561-78.1% | $10,886-90.8% |