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 | $127,506 | $126,113+1.1% | $116,096+9.8% | $155,188-17.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 8.43% | 391.72%-383.3pp | 326.25%-317.8pp | 148.84%-140.4pp |
| Employer contribution / active EE | $2,914 | $2,672+9.1% | $2,503+16.4% | $4,248-31.4% |
| Participant deferral / active EE | $3,994 | $4,162-4.0% | $3,952+1.1% | $6,531-38.9% |
| Admin fee / account holder | $36,210 | $8,045+350.1% | $7,704+370.0% | $14,480+150.1% |