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 | $103,388 | $68,394+51.2% | $94,672+9.2% | $75,177+37.5% |
| Participation rate | 68.0% | 76.1%-8.1pp | 80.8%-12.8pp | 67.2%+0.8pp |
| Annual return | 17.52% | 616.92%-599.4pp | 156.89%-139.4pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,228 | $2,701-17.5% | $3,673-39.3% | $2,671-16.6% |
| Participant deferral / active EE | $8,466 | $6,536+29.5% | $7,417+14.1% | $4,126+105.2% |
| Admin fee / account holder | $768 | $5,326-85.6% | $7,222-89.4% | $5,651-86.4% |