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 | $161,147 | $70,366+129.0% | $66,674+141.7% | $138,895+16.0% |
| Participation rate | 58.3% | 76.2%-17.8pp | 73.7%-15.3pp | 79.9%-21.6pp |
| Annual return | 13.44% | 386.41%-373.0pp | 321.24%-307.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,793 | $2,765+1.0% | $2,620+6.6% | $4,194-33.4% |
| Participant deferral / active EE | $5,268 | $4,374+20.4% | $4,084+29.0% | $6,396-17.6% |
| Admin fee / account holder | $2,706 | $5,262-48.6% | $5,098-46.9% | $12,562-78.5% |