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 | $98,110 | $61,125+60.5% | $94,057+4.3% | $87,485+12.1% |
| Participation rate | 66.2% | 64.1%+2.2pp | 73.3%-7.1pp | 68.9%-2.7pp |
| Annual return | 16.45% | 35.20%-18.7pp | 480.62%-464.2pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,477 | $2,136+15.9% | $2,933-15.6% | $2,596-4.6% |
| Participant deferral / active EE | $5,152 | $3,260+58.0% | $4,709+9.4% | $4,274+20.6% |
| Admin fee / account holder | $4,011 | $5,629-28.7% | $7,244-44.6% | $7,775-48.4% |