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 | $134,529 | $111,535+20.6% | $105,223+27.9% | $137,256-2.0% |
| Participation rate | 43.8% | 78.1%-34.3pp | 75.0%-31.3pp | 80.0%-36.2pp |
| Annual return | 14.60% | 237.85%-223.3pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,699 | $3,939-56.9% | $3,689-53.9% | $4,156-59.1% |
| Participant deferral / active EE | $6,824 | $5,500+24.1% | $5,072+34.6% | $6,407+6.5% |
| Admin fee / account holder | $1,366 | $9,721-85.9% | $8,859-84.6% | $12,270-88.9% |