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 | $107,166 | $102,429+4.6% | $147,096-27.1% | $80,925+32.4% |
| Participation rate | 67.6% | 75.9%-8.3pp | 82.2%-14.6pp | 67.7%-0.1pp |
| Annual return | 19.64% | 135.02%-115.4pp | 419.75%-400.1pp | 35.65%-16.0pp |
| Employer contribution / active EE | $1,392 | $3,716-62.5% | $4,936-71.8% | $2,756-49.5% |
| Participant deferral / active EE | $8,655 | $6,649+30.2% | $8,071+7.2% | $4,299+101.3% |
| Admin fee / account holder | $16,159 | $7,957+103.1% | $13,005+24.2% | $6,940+132.8% |