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 | $86,549 | $148,623-41.8% | $135,974-36.3% | $139,466-37.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.99% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.7pp |
| Employer contribution / active EE | $2,102 | $5,246-59.9% | $4,859-56.7% | $4,754-55.8% |
| Participant deferral / active EE | $5,077 | $8,103-37.3% | $7,760-34.6% | $6,712-24.4% |
| Admin fee / account holder | $406 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |