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 | $100,699 | $166,131-39.4% | $164,975-39.0% | $145,877-31.0% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.6%-17.5pp | 80.3%-19.2pp |
| Annual return | 11.25% | 100.37%-89.1pp | 70.12%-58.9pp | 551.28%-540.0pp |
| Employer contribution / active EE | $2,373 | $5,276-55.0% | $4,343-45.4% | $4,663-49.1% |
| Participant deferral / active EE | $5,554 | $6,962-20.2% | $6,033-7.9% | $6,691-17.0% |
| Admin fee / account holder | $10,450 | $16,648-37.2% | $12,688-17.6% | $13,402-22.0% |