Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $126,232 | $129,737-2.7% | $119,126+6.0% | $154,746-18.4% |
| Participation rate | 35.7% | 78.9%-43.1pp | 75.8%-40.0pp | 80.7%-45.0pp |
| Annual return | 17.36% | 379.08%-361.7pp | 282.11%-264.7pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,050 | $4,375-53.1% | $4,034-49.2% | $4,379-53.2% |
| Participant deferral / active EE | $5,693 | $5,842-2.5% | $5,318+7.1% | $6,730-15.4% |
| Admin fee / account holder | $490 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |