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 | $118,335 | $110,801+6.8% | $86,615+36.6% | $167,536-29.4% |
| Participation rate | 53.3% | 75.8%-22.4pp | 71.6%-18.3pp | 82.1%-28.8pp |
| Annual return | 16.77% | 116.96%-100.2pp | 63.51%-46.7pp | 478.82%-462.0pp |
| Employer contribution / active EE | $2,603 | $3,245-19.8% | $2,496+4.3% | $4,839-46.2% |
| Participant deferral / active EE | $8,947 | $4,547+96.8% | $3,699+141.9% | $6,342+41.1% |
| Admin fee / account holder | $4,828 | $8,417-42.6% | $5,830-17.2% | $12,315-60.8% |