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 | $187,823 | $88,778+111.6% | $81,844+129.5% | $145,884+28.7% |
| Participation rate | 27.8% | 75.1%-47.3pp | 72.4%-44.6pp | 80.3%-52.5pp |
| Annual return | 10.45% | 1033.03%-1022.6pp | 778.87%-768.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $778 | $3,087-74.8% | $2,916-73.3% | $4,662-83.3% |
| Participant deferral / active EE | $3,812 | $4,648-18.0% | $4,323-11.8% | $6,690-43.0% |
| Admin fee / account holder | $793 | $8,430-90.6% | $7,355-89.2% | $13,392-94.1% |