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 | $113,243 | $160,040-29.2% | $147,096-23.0% | $145,877-22.4% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 13.91% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,014 | $5,289-43.0% | $4,936-38.9% | $4,663-35.4% |
| Participant deferral / active EE | $7,939 | $8,429-5.8% | $8,071-1.6% | $6,691+18.7% |
| Admin fee / account holder | $6,126 | $15,050-59.3% | $13,005-52.9% | $13,402-54.3% |