Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,797 | $183,592-45.6% | $155,574-35.9% | $145,877-31.6% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 10.82% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $5,783 | $5,317+8.8% | $4,676+23.7% | $4,663+24.0% |
| Participant deferral / active EE | $2,948 | $6,466-54.4% | $5,629-47.6% | $6,691-55.9% |
| Admin fee / account holder | $3,165 | $19,316-83.6% | $15,914-80.1% | $13,402-76.4% |