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 | $119,559 | $48,570+146.2% | $130,660-8.5% | $72,983+63.8% |
| Participation rate | 40.7% | 58.6%-17.8pp | 71.7%-31.0pp | 69.5%-28.7pp |
| Annual return | 22.76% | 38.63%-15.9pp | 1709.29%-1686.5pp | 81.01%-58.2pp |
| Employer contribution / active EE | $2,066 | $1,334+54.9% | $4,092-49.5% | $2,440-15.3% |
| Participant deferral / active EE | $3,600 | $2,384+51.0% | $3,603-0.1% | $3,608-0.2% |
| Admin fee / account holder | $12,164 | $3,549+242.8% | $5,463+122.7% | $5,124+137.4% |