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 | $110,106 | $58,311+88.8% | $81,882+34.5% | $80,959+36.0% |
| Participation rate | 57.6% | 63.5%-5.9pp | 72.4%-14.8pp | 67.7%-10.1pp |
| Annual return | 21.02% | 41.85%-20.8pp | 779.47%-758.5pp | 35.67%-14.6pp |
| Employer contribution / active EE | $1,665 | $2,347-29.1% | $2,916-42.9% | $2,757-39.6% |
| Participant deferral / active EE | $6,098 | $3,287+85.5% | $4,323+41.1% | $4,300+41.8% |
| Admin fee / account holder | $1,646 | $4,752-65.4% | $7,360-77.6% | $6,925-76.2% |