Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,467 | $110,379+17.3% | $102,412+26.4% | $145,884-11.3% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 9.88% | 24.84%-15.0pp | 24.94%-15.1pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,996 | $4,216-28.9% | $3,870-22.6% | $4,662-35.7% |
| Participant deferral / active EE | $7,441 | $5,622+32.4% | $5,060+47.1% | $6,690+11.2% |
| Admin fee / account holder | $420 | $9,745-95.7% | $8,388-95.0% | $13,392-96.9% |