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 | $161,016 | $91,537+75.9% | $130,045+23.8% | $75,173+114.2% |
| Participation rate | 64.0% | 71.5%-7.5pp | 78.5%-14.5pp | 67.2%-3.2pp |
| Annual return | 18.67% | -631.55%+650.2pp | -137.30%+156.0pp | 160.72%-142.0pp |
| Employer contribution / active EE | $2,164 | $2,845-23.9% | $4,321-49.9% | $2,671-19.0% |
| Participant deferral / active EE | $5,903 | $4,343+35.9% | $5,820+1.4% | $4,126+43.1% |
| Admin fee / account holder | $9,688 | $6,780+42.9% | $10,600-8.6% | $5,651+71.5% |