Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $104,318 | $159,978-34.8% | $147,041-29.1% | $145,978-28.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 36.37% | 98.36%-62.0pp | 419.21%-382.8pp | 550.52%-514.2pp |
| Employer contribution / active EE | $6,137 | $5,288+16.0% | $4,935+24.4% | $4,662+31.6% |
| Participant deferral / active EE | $10,068 | $8,429+19.4% | $8,071+24.7% | $6,690+50.5% |
| Admin fee / account holder | $9,454 | $15,053-37.2% | $13,006-27.3% | $13,400-29.5% |