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 | $175,910 | $104,953+67.6% | $84,637+107.8% | $152,909+15.0% |
| Participation rate | 45.5% | 74.8%-29.4pp | 68.2%-22.8pp | 82.5%-37.0pp |
| Annual return | 26.17% | 373.94%-347.8pp | 258.82%-232.7pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,758 | $3,304-46.8% | $2,653-33.7% | $4,764-63.1% |
| Participant deferral / active EE | $5,369 | $4,691+14.5% | $3,900+37.7% | $5,851-8.2% |
| Admin fee / account holder | $1,190 | $6,244-80.9% | $4,914-75.8% | $11,601-89.7% |