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 | $105,794 | $107,368-1.5% | $92,915+13.9% | $152,909-30.8% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.5%-22.5pp |
| Annual return | 20.64% | 145.64%-125.0pp | 109.45%-88.8pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,553 | $4,222-63.2% | $3,653-57.5% | $4,764-67.4% |
| Participant deferral / active EE | $5,121 | $4,848+5.6% | $4,238+20.8% | $5,851-12.5% |
| Admin fee / account holder | $3,382 | $7,082-52.2% | $5,796-41.6% | $11,601-70.8% |