Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $113,823 | $111,535+2.1% | $105,223+8.2% | $137,256-17.1% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 15.52% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,652 | $3,939-32.7% | $3,689-28.1% | $4,156-36.2% |
| Participant deferral / active EE | $7,902 | $5,500+43.7% | $5,072+55.8% | $6,407+23.3% |
| Admin fee / account holder | $1,659 | $9,721-82.9% | $8,859-81.3% | $12,270-86.5% |