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 | $188,193 | $118,695+58.6% | $98,916+90.3% | $158,950+18.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 10.13% | 372.39%-362.3pp | 196.45%-186.3pp | 302.91%-292.8pp |
| Employer contribution / active EE | $1,255 | $3,333-62.4% | $2,689-53.3% | $4,762-73.7% |
| Participant deferral / active EE | $7,922 | $5,088+55.7% | $4,245+86.6% | $5,983+32.4% |
| Admin fee / account holder | $6,557 | $10,132-35.3% | $6,642-1.3% | $11,248-41.7% |