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 | $113,617 | $183,516-38.1% | $155,534-27.0% | $145,884-22.1% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 17.14% | 61.43%-44.3pp | 64.92%-47.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $2,323 | $5,315-56.3% | $4,675-50.3% | $4,662-50.2% |
| Participant deferral / active EE | $7,779 | $6,467+20.3% | $5,630+38.2% | $6,690+16.3% |
| Admin fee / account holder | $3,213 | $19,293-83.3% | $15,900-79.8% | $13,392-76.0% |