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 | $118,065 | $166,242-29.0% | $165,071-28.5% | $145,884-19.1% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 13.97% | 100.44%-86.5pp | 70.17%-56.2pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,417 | $5,283-54.3% | $4,347-44.4% | $4,662-48.2% |
| Participant deferral / active EE | $5,536 | $6,964-20.5% | $6,035-8.3% | $6,690-17.2% |
| Admin fee / account holder | $5,027 | $16,658-69.8% | $12,695-60.4% | $13,392-62.5% |