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 | $108,909 | $65,575+66.1% | $86,209+26.3% | $75,181+44.9% |
| Participation rate | 63.1% | 60.5%+2.6pp | 69.0%-5.9pp | 67.2%-4.1pp |
| Annual return | 17.46% | 46.07%-28.6pp | 1169.05%-1151.6pp | 160.69%-143.2pp |
| Employer contribution / active EE | $1,532 | $1,553-1.4% | $2,381-35.7% | $2,671-42.6% |
| Participant deferral / active EE | $5,611 | $3,023+85.6% | $3,986+40.8% | $4,126+36.0% |
| Admin fee / account holder | $2,089 | $5,470-61.8% | $6,853-69.5% | $5,650-63.0% |