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 | $111,830-20.4% | $93,696-5.0% | $145,884-39.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.22% | 204.08%-190.9pp | 133.74%-120.5pp | 551.85%-538.6pp |
| Employer contribution / active EE | $2,746 | $3,093-11.2% | $2,422+13.4% | $4,662-41.1% |
| Participant deferral / active EE | $3,575 | $4,920-27.3% | $4,417-19.1% | $6,690-46.6% |
| Admin fee / account holder | $10,086 | $10,249-1.6% | $8,287+21.7% | $13,392-24.7% |