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 | $129,625 | $115,814+11.9% | $101,275+28.0% | $158,982-18.5% |
| Participation rate | 53.8% | 79.4%-25.5pp | 75.8%-22.0pp | 82.0%-28.1pp |
| Annual return | 21.67% | 56.16%-34.5pp | 46.48%-24.8pp | 302.99%-281.3pp |
| Employer contribution / active EE | $1,174 | $4,176-71.9% | $3,660-67.9% | $4,763-75.4% |
| Participant deferral / active EE | $2,629 | $4,958-47.0% | $4,371-39.8% | $5,983-56.1% |
| Admin fee / account holder | $10,346 | $7,249+42.7% | $5,948+73.9% | $11,252-8.1% |