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 | $116,356 | $103,000+13.0% | $90,300+28.9% | $152,885-23.9% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.5%-38.0pp |
| Annual return | 22.26% | 95.19%-72.9pp | 78.11%-55.9pp | 345.39%-323.1pp |
| Employer contribution / active EE | $1,704 | $3,138-45.7% | $2,854-40.3% | $4,763-64.2% |
| Participant deferral / active EE | $3,211 | $4,281-25.0% | $3,884-17.3% | $5,851-45.1% |
| Admin fee / account holder | $3,186 | $6,173-48.4% | $5,353-40.5% | $11,598-72.5% |