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 | $110,698 | $52,353+111.4% | $120,225-7.9% | $82,448+34.3% |
| Participation rate | 62.7% | 58.3%+4.4pp | 69.6%-6.8pp | 68.1%-5.3pp |
| Annual return | 16.52% | 61.85%-45.3pp | 439.23%-422.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,984 | $1,510+97.6% | $3,475-14.2% | $2,551+17.0% |
| Participant deferral / active EE | $5,391 | $2,627+105.2% | $3,999+34.8% | $4,139+30.2% |
| Admin fee / account holder | $7,332 | $4,363+68.1% | $5,696+28.7% | $7,234+1.3% |