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 | $91,530 | $70,366+30.1% | $66,674+37.3% | $138,895-34.1% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.7%-5.3pp | 79.9%-11.5pp |
| Annual return | 16.36% | 386.41%-370.0pp | 321.24%-304.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $6,231 | $2,765+125.4% | $2,620+137.8% | $4,194+48.6% |
| Participant deferral / active EE | $15,105 | $4,374+245.3% | $4,084+269.9% | $6,396+136.2% |
| Admin fee / account holder | $6,195 | $5,262+17.7% | $5,098+21.5% | $12,562-50.7% |