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 | $100,597 | $58,234+72.7% | $81,783+23.0% | $80,874+24.4% |
| Participation rate | 43.3% | 63.4%-20.1pp | 72.4%-29.0pp | 67.6%-24.3pp |
| Annual return | 11.35% | 41.70%-30.4pp | 775.05%-763.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,806 | $2,341+19.8% | $2,913-3.7% | $2,756+1.8% |
| Participant deferral / active EE | $4,627 | $3,283+40.9% | $4,320+7.1% | $4,297+7.7% |
| Admin fee / account holder | $73,885 | $4,982+1383.2% | $7,380+901.2% | $6,935+965.4% |