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 | $128,936 | $108,897+18.4% | $100,378+28.5% | $145,877-11.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.80% | 58.17%-42.4pp | 49.41%-33.6pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,880 | $4,420-34.8% | $3,942-26.9% | $4,663-38.2% |
| Participant deferral / active EE | $6,316 | $8,455-25.3% | $8,087-21.9% | $6,691-5.6% |
| Admin fee / account holder | $15,981 | $9,690+64.9% | $7,899+102.3% | $13,402+19.2% |