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 | $85,723 | $169,361-49.4% | $129,397-33.8% | $145,877-41.2% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 9.11% | 14395.54%-14386.4pp | 9453.98%-9444.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $4,848 | $5,542-12.5% | $4,154+16.7% | $4,663+4.0% |
| Participant deferral / active EE | $5,931 | $4,987+18.9% | $4,167+42.3% | $6,691-11.4% |
| Admin fee / account holder | $1,575 | $9,903-84.1% | $7,679-79.5% | $13,402-88.2% |