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 | $89,055 | $111,878-20.4% | $93,727-5.0% | $145,897-39.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 13.22% | 204.28%-191.1pp | 133.83%-120.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,746 | $3,092-11.2% | $2,421+13.4% | $4,663-41.1% |
| Participant deferral / active EE | $3,575 | $4,920-27.3% | $4,417-19.1% | $6,689-46.6% |
| Admin fee / account holder | $10,086 | $10,256-1.7% | $8,292+21.6% | $13,390-24.7% |