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 | $86,753 | $160,070-45.8% | $147,117-41.0% | $145,897-40.5% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 16.16% | 98.69%-82.5pp | 420.54%-404.4pp | 552.29%-536.1pp |
| Employer contribution / active EE | $4,648 | $5,285-12.0% | $4,932-5.8% | $4,663-0.3% |
| Participant deferral / active EE | $9,128 | $8,419+8.4% | $8,065+13.2% | $6,689+36.5% |
| Admin fee / account holder | $4,383 | $15,035-70.8% | $12,993-66.3% | $13,390-67.3% |