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 | $76,190 | $72,071+5.7% | $68,368+11.4% | $137,256-44.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 14.03% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,608 | $2,788-6.4% | $2,649-1.5% | $4,156-37.2% |
| Participant deferral / active EE | $6,888 | $4,410+56.2% | $4,123+67.1% | $6,407+7.5% |
| Admin fee / account holder | $5,053 | $5,336-5.3% | $5,150-1.9% | $12,270-58.8% |