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 | $134,098 | $181,062-25.9% | $158,223-15.2% | $155,188-13.6% |
| Participation rate | 69.6% | 82.7%-13.1pp | 79.2%-9.6pp | 80.8%-11.2pp |
| Annual return | 15.59% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,717 | $4,565-18.6% | $4,109-9.5% | $4,248-12.5% |
| Participant deferral / active EE | $8,938 | $6,134+45.7% | $5,467+63.5% | $6,531+36.8% |
| Admin fee / account holder | $3,773 | $18,825-80.0% | $16,047-76.5% | $14,480-73.9% |