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 | $131,666 | $111,535+18.0% | $105,223+25.1% | $137,256-4.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 17.69% | 237.85%-220.2pp | 180.65%-163.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,128 | $3,939-20.6% | $3,689-15.2% | $4,156-24.7% |
| Participant deferral / active EE | $5,418 | $5,500-1.5% | $5,072+6.8% | $6,407-15.4% |
| Admin fee / account holder | $1,099 | $9,721-88.7% | $8,859-87.6% | $12,270-91.0% |