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 | $125,620 | $102,385+22.7% | $147,080-14.6% | $80,935+55.2% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 22.80% | 135.09%-112.3pp | 420.17%-397.4pp | 35.66%-12.9pp |
| Employer contribution / active EE | $3,940 | $3,717+6.0% | $4,933-20.1% | $2,757+42.9% |
| Participant deferral / active EE | $9,439 | $6,651+41.9% | $8,066+17.0% | $4,299+119.5% |
| Admin fee / account holder | $9,700 | $7,951+22.0% | $12,989-25.3% | $6,924+40.1% |