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 | $115,847 | $162,529-28.7% | $130,788-11.4% | $154,746-25.1% |
| Participation rate | 63.6% | 75.9%-12.2pp | 70.1%-6.5pp | 80.7%-17.1pp |
| Annual return | 22.35% | 510.48%-488.1pp | 386.44%-364.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,384 | $4,447-46.4% | $3,558-33.0% | $4,379-45.6% |
| Participant deferral / active EE | $10,039 | $4,808+108.8% | $4,137+142.7% | $6,730+49.2% |
| Admin fee / account holder | $15,394 | $7,669+100.7% | $6,673+130.7% | $14,365+7.2% |