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 | $133,503 | $157,296-15.1% | $141,191-5.4% | $152,897-12.7% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 21.54% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,750 | $5,262-66.7% | $4,736-63.0% | $4,764-63.3% |
| Participant deferral / active EE | $2,349 | $7,111-67.0% | $6,710-65.0% | $5,851-59.9% |
| Admin fee / account holder | $865 | $12,125-92.9% | $10,264-91.6% | $11,599-92.5% |