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 | $80,006 | $208,088-61.6% | $186,193-57.0% | $154,746-48.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 15.29% | 89.97%-74.7pp | 78.03%-62.7pp | 172.34%-157.0pp |
| Employer contribution / active EE | $4,286 | $4,340-1.2% | $3,918+9.4% | $4,379-2.1% |
| Participant deferral / active EE | $7,998 | $7,078+13.0% | $6,513+22.8% | $6,730+18.8% |
| Admin fee / account holder | $7,162 | $11,698-38.8% | $11,058-35.2% | $14,365-50.1% |