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 | $124,555 | $157,304-20.8% | $141,197-11.8% | $152,909-18.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.87% | 64.34%-40.5pp | 71.41%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $5,757 | $5,263+9.4% | $4,736+21.6% | $4,764+20.8% |
| Participant deferral / active EE | $17,295 | $7,111+143.2% | $6,710+157.7% | $5,851+195.6% |
| Admin fee / account holder | $3,473 | $12,126-71.4% | $10,265-66.2% | $11,601-70.1% |