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 | $109,393 | $99,652+9.8% | $78,778+38.9% | $147,586-25.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 20.93% | 47.28%-26.4pp | 35.62%-14.7pp | 578.59%-557.7pp |
| Employer contribution / active EE | $3,890 | $2,796+39.2% | $1,986+95.9% | $4,876-20.2% |
| Participant deferral / active EE | $4,703 | $3,664+28.4% | $2,958+59.0% | $5,439-13.5% |
| Admin fee / account holder | $2,587 | $7,155-63.8% | $5,134-49.6% | $10,886-76.2% |