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 | $123,196 | $165,361-25.5% | $149,715-17.7% | $158,950-22.5% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 13.72% | 348.24%-334.5pp | 276.66%-262.9pp | 302.91%-289.2pp |
| Employer contribution / active EE | $1,086 | $5,103-78.7% | $4,645-76.6% | $4,762-77.2% |
| Participant deferral / active EE | $3,308 | $7,182-53.9% | $6,842-51.7% | $5,983-44.7% |
| Admin fee / account holder | $21,541 | $10,808+99.3% | $9,310+131.4% | $11,248+91.5% |