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 | $102,770 | $100,203+2.6% | $85,240+20.6% | $145,897-29.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 9.89% | 84.28%-74.4pp | 66.75%-56.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,940 | $3,242-40.2% | $2,735-29.1% | $4,663-58.4% |
| Participant deferral / active EE | $4,210 | $5,299-20.5% | $4,527-7.0% | $6,689-37.1% |
| Admin fee / account holder | $12,211 | $7,265+68.1% | $6,165+98.1% | $13,390-8.8% |