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 | $102,950 | $102,422+0.5% | $147,117-30.0% | $80,959+27.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 14.05% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,032 | $3,717+8.5% | $4,932-18.3% | $2,757+46.2% |
| Participant deferral / active EE | $4,924 | $6,652-26.0% | $8,065-38.9% | $4,300+14.5% |
| Admin fee / account holder | $590 | $7,953-92.6% | $12,993-95.5% | $6,925-91.5% |