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 | $96,466 | $183,539-47.4% | $155,556-38.0% | $145,897-33.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.60% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $5,039 | $5,315-5.2% | $4,675+7.8% | $4,663+8.1% |
| Participant deferral / active EE | $8,441 | $6,467+30.5% | $5,631+49.9% | $6,689+26.2% |
| Admin fee / account holder | $423 | $19,275-97.8% | $15,885-97.3% | $13,390-96.8% |