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 | $136,984 | $211,288-35.2% | $178,540-23.3% | $145,884-6.1% |
| Participation rate | 68.4% | 80.8%-12.4pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 8.40% | 30.27%-21.9pp | 27.15%-18.7pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,821 | $4,574-38.3% | $3,953-28.6% | $4,662-39.5% |
| Participant deferral / active EE | $6,697 | $6,967-3.9% | $6,281+6.6% | $6,690+0.1% |
| Admin fee / account holder | $18,761 | $12,105+55.0% | $10,424+80.0% | $13,392+40.1% |