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 | $105,390 | $85,766+22.9% | $136,298-22.7% | $70,126+50.3% |
| Participation rate | 59.3% | 74.2%-14.9pp | 81.9%-22.7pp | 69.5%-10.3pp |
| Annual return | 16.81% | 31.46%-14.6pp | 5156.27%-5139.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $1,305 | $2,966-56.0% | $4,696-72.2% | $2,343-44.3% |
| Participant deferral / active EE | $4,590 | $5,051-9.1% | $6,247-26.5% | $3,332+37.8% |
| Admin fee / account holder | $754 | $5,421-86.1% | $9,244-91.8% | $4,645-83.8% |