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 | $136,494 | $102,429+33.3% | $147,096-7.2% | $80,925+68.7% |
| Participation rate | 69.0% | 75.9%-6.9pp | 82.2%-13.2pp | 67.7%+1.3pp |
| Annual return | 13.10% | 135.02%-121.9pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $5,016 | $3,716+35.0% | $4,936+1.6% | $2,756+82.0% |
| Participant deferral / active EE | $9,402 | $6,649+41.4% | $8,071+16.5% | $4,299+118.7% |
| Admin fee / account holder | $433 | $7,957-94.6% | $13,005-96.7% | $6,940-93.8% |