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 | $105,917 | $166,020-36.2% | $164,866-35.8% | $145,959-27.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 9.52% | 100.08%-90.6pp | 69.97%-60.4pp | 561.95%-552.4pp |
| Employer contribution / active EE | $1,558 | $5,275-70.5% | $4,343-64.1% | $4,661-66.6% |
| Participant deferral / active EE | $5,529 | $6,961-20.6% | $6,033-8.4% | $6,689-17.3% |
| Admin fee / account holder | $447 | $16,644-97.3% | $12,689-96.5% | $13,398-96.7% |