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 | $111,532 | $108,882+2.4% | $96,754+15.3% | $154,746-27.9% |
| Participation rate | 54.5% | 75.1%-20.5pp | 70.3%-15.7pp | 80.7%-26.2pp |
| Annual return | 9.13% | 98.39%-89.3pp | 82.04%-72.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $2,382 | $3,018-21.1% | $2,679-11.1% | $4,379-45.6% |
| Participant deferral / active EE | $7,449 | $5,323+40.0% | $4,758+56.6% | $6,730+10.7% |
| Admin fee / account holder | $2,600 | $10,200-74.5% | $8,905-70.8% | $14,365-81.9% |