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 | $104,045 | $106,247-2.1% | $96,515+7.8% | $139,466-25.4% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 16.82% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $6,190 | $4,106+50.8% | $3,740+65.5% | $4,754+30.2% |
| Participant deferral / active EE | $1,821 | $5,456-66.6% | $4,880-62.7% | $6,712-72.9% |
| Admin fee / account holder | $8,416 | $7,885+6.7% | $6,735+25.0% | $11,409-26.2% |