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 | $109,084 | $102,429+6.5% | $147,096-25.8% | $80,925+34.8% |
| Participation rate | 69.5% | 75.9%-6.4pp | 82.2%-12.7pp | 67.7%+1.8pp |
| Annual return | 25.89% | 135.02%-109.1pp | 419.75%-393.9pp | 35.65%-9.8pp |
| Employer contribution / active EE | $3,899 | $3,716+4.9% | $4,936-21.0% | $2,756+41.5% |
| Participant deferral / active EE | $8,985 | $6,649+35.1% | $8,071+11.3% | $4,299+109.0% |
| Admin fee / account holder | $7,436 | $7,957-6.5% | $13,005-42.8% | $6,940+7.1% |