Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,013 | $125,190-27.3% | $105,624-13.8% | $145,897-37.6% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 26.87% | 225.22%-198.3pp | 116.20%-89.3pp | 552.29%-525.4pp |
| Employer contribution / active EE | $3,840 | $3,720+3.2% | $3,168+21.2% | $4,663-17.6% |
| Participant deferral / active EE | $9,337 | $5,716+63.3% | $5,013+86.3% | $6,689+39.6% |
| Admin fee / account holder | $6,387 | $17,138-62.7% | $10,961-41.7% | $13,390-52.3% |