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 | $103,619 | $99,053+4.6% | $88,179+17.5% | $138,895-25.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 15.26% | 78.17%-62.9pp | 64.97%-49.7pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,084 | $2,882-27.7% | $2,549-18.2% | $4,194-50.3% |
| Participant deferral / active EE | $2,784 | $5,225-46.7% | $4,614-39.7% | $6,396-56.5% |
| Admin fee / account holder | $1,098 | $8,748-87.4% | $7,673-85.7% | $12,562-91.3% |