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 | $213,969 | $148,623+44.0% | $135,974+57.4% | $139,466+53.4% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 13.20% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $3,000 | $5,246-42.8% | $4,859-38.3% | $4,754-36.9% |
| Participant deferral / active EE | $7,549 | $8,103-6.8% | $7,760-2.7% | $6,712+12.5% |
| Admin fee / account holder | $60,675 | $12,406+389.1% | $10,767+463.6% | $11,409+431.8% |