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 | $128,309 | $88,672+44.7% | $105,223+21.9% | $82,448+55.6% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 91.51% | 30.86%+60.6pp | 180.65%-89.1pp | 41.64%+49.9pp |
| Employer contribution / active EE | $1,683 | $3,048-44.8% | $3,689-54.4% | $2,551-34.0% |
| Participant deferral / active EE | $3,143 | $4,036-22.1% | $5,072-38.0% | $4,139-24.1% |
| Admin fee / account holder | $410 | $7,146-94.3% | $8,859-95.4% | $7,234-94.3% |