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 | $103,570 | $111,535-7.1% | $105,223-1.6% | $137,256-24.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.34% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,198 | $3,939-44.2% | $3,689-40.4% | $4,156-47.1% |
| Participant deferral / active EE | $3,824 | $5,500-30.5% | $5,072-24.6% | $6,407-40.3% |
| Admin fee / account holder | $4,710 | $9,721-51.6% | $8,859-46.8% | $12,270-61.6% |