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 | $80,053 | $72,071+11.1% | $68,368+17.1% | $137,256-41.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 15.16% | 353.14%-338.0pp | 292.57%-277.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,599 | $2,788-42.6% | $2,649-39.6% | $4,156-61.5% |
| Participant deferral / active EE | $5,728 | $4,410+29.9% | $4,123+38.9% | $6,407-10.6% |
| Admin fee / account holder | $1,763 | $5,336-67.0% | $5,150-65.8% | $12,270-85.6% |