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 | $100,298 | $103,000-2.6% | $90,300+11.1% | $152,885-34.4% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 27.85% | 95.19%-67.3pp | 78.11%-50.3pp | 345.39%-317.5pp |
| Employer contribution / active EE | $1,613 | $3,138-48.6% | $2,854-43.5% | $4,763-66.1% |
| Participant deferral / active EE | $6,965 | $4,281+62.7% | $3,884+79.3% | $5,851+19.0% |
| Admin fee / account holder | $469 | $6,173-92.4% | $5,353-91.2% | $11,598-96.0% |