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 | $106,030 | $88,778+19.4% | $81,844+29.6% | $145,884-27.3% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 13.96% | 1033.03%-1019.1pp | 778.87%-764.9pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,755 | $3,087-43.1% | $2,916-39.8% | $4,662-62.4% |
| Participant deferral / active EE | $2,713 | $4,648-41.6% | $4,323-37.3% | $6,690-59.5% |
| Admin fee / account holder | $2,416 | $8,430-71.3% | $7,355-67.2% | $13,392-82.0% |