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 | $98,833 | $88,672+11.5% | $105,223-6.1% | $82,448+19.9% |
| Participation rate | 67.3% | 67.9%-0.6pp | 75.0%-7.7pp | 68.1%-0.8pp |
| Annual return | 12.89% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,713 | $3,048-43.8% | $3,689-53.6% | $2,551-32.8% |
| Participant deferral / active EE | $3,722 | $4,036-7.8% | $5,072-26.6% | $4,139-10.1% |
| Admin fee / account holder | $19,848 | $7,146+177.7% | $8,859+124.0% | $7,234+174.4% |