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 | $130,224 | $60,139+116.5% | $90,461+44.0% | $79,856+63.1% |
| Participation rate | 65.2% | 65.0%+0.2pp | 72.7%-7.5pp | 69.6%-4.4pp |
| Annual return | 11.52% | 71.96%-60.4pp | 1294.76%-1283.2pp | 31.71%-20.2pp |
| Employer contribution / active EE | $1,910 | $2,069-7.7% | $3,264-41.5% | $2,471-22.7% |
| Participant deferral / active EE | $3,999 | $2,939+36.1% | $3,964+0.9% | $3,741+6.9% |
| Admin fee / account holder | $2,115 | $3,978-46.8% | $5,617-62.3% | $5,306-60.1% |