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 | $198,414 | $96,643+105.3% | $86,617+129.1% | $139,456+42.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 15.99% | 106.57%-90.6pp | 591.91%-575.9pp | 373.45%-357.5pp |
| Employer contribution / active EE | $3,787 | $3,264+16.0% | $3,023+25.3% | $4,753-20.3% |
| Participant deferral / active EE | $15,000 | $4,835+210.2% | $4,437+238.1% | $6,711+123.5% |
| Admin fee / account holder | $441 | $6,406-93.1% | $5,613-92.1% | $11,407-96.1% |