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 | $78,362 | $70,366+11.4% | $66,674+17.5% | $138,895-43.6% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 16.43% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,188 | $2,765-20.9% | $2,620-16.5% | $4,194-47.8% |
| Participant deferral / active EE | $7,446 | $4,374+70.2% | $4,084+82.3% | $6,396+16.4% |
| Admin fee / account holder | $1,014 | $5,262-80.7% | $5,098-80.1% | $12,562-91.9% |