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 | $170,712 | $80,812+111.2% | $160,784+6.2% | $82,448+107.1% |
| Participation rate | 43.1% | 66.2%-23.1pp | 77.0%-33.9pp | 68.1%-25.0pp |
| Annual return | 16.06% | 100.59%-84.5pp | 1803.92%-1787.9pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,963 | $2,174-9.7% | $3,733-47.4% | $2,551-23.0% |
| Participant deferral / active EE | $4,258 | $4,335-1.8% | $6,293-32.3% | $4,139+2.9% |
| Admin fee / account holder | $20,488 | $7,695+166.3% | $9,717+110.9% | $7,234+183.2% |