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 | $95,741 | $166,089-42.4% | $164,928-42.0% | $145,978-34.4% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 12.30% | 100.26%-88.0pp | 70.08%-57.8pp | 550.52%-538.2pp |
| Employer contribution / active EE | $3,127 | $5,276-40.7% | $4,343-28.0% | $4,662-32.9% |
| Participant deferral / active EE | $7,441 | $6,961+6.9% | $6,034+23.3% | $6,690+11.2% |
| Admin fee / account holder | $7,962 | $16,641-52.2% | $12,684-37.2% | $13,400-40.6% |