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 | $128,733 | $53,837+139.1% | $75,714+70.0% | $85,847+50.0% |
| Participation rate | 57.7% | 69.1%-11.4pp | 74.8%-17.1pp | 69.3%-11.6pp |
| Annual return | 36.81% | 24.54%+12.3pp | 104.62%-67.8pp | 318.61%-281.8pp |
| Employer contribution / active EE | $3,931 | $2,017+94.8% | $2,744+43.3% | $2,565+53.2% |
| Participant deferral / active EE | $4,142 | $2,895+43.0% | $3,820+8.4% | $3,952+4.8% |
| Admin fee / account holder | $3,866 | $3,339+15.8% | $3,619+6.8% | $6,261-38.2% |