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 | $91,840 | $183,539-50.0% | $155,556-41.0% | $145,897-37.1% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.7pp | 80.3%-10.7pp |
| Annual return | 17.51% | 61.31%-43.8pp | 64.84%-47.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $6,811 | $5,315+28.1% | $4,675+45.7% | $4,663+46.1% |
| Participant deferral / active EE | $9,445 | $6,467+46.0% | $5,631+67.7% | $6,689+41.2% |
| Admin fee / account holder | $577 | $19,275-97.0% | $15,885-96.4% | $13,390-95.7% |