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 | $131,735 | $114,237+15.3% | $119,258+10.5% | $167,536-21.4% |
| Participation rate | 37.5% | 83.7%-46.2pp | 82.7%-45.2pp | 82.1%-44.6pp |
| Annual return | 18.38% | 29.87%-11.5pp | 30.69%-12.3pp | 478.82%-460.4pp |
| Employer contribution / active EE | $1,668 | $4,481-62.8% | $4,384-62.0% | $4,839-65.5% |
| Participant deferral / active EE | $3,528 | $6,084-42.0% | $6,111-42.3% | $6,342-44.4% |
| Admin fee / account holder | $2,408 | $8,932-73.0% | $7,226-66.7% | $12,315-80.4% |