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 | $117,613 | $125,778-6.5% | $114,563+2.7% | $154,746-24.0% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.9%-14.6pp | 80.7%-22.4pp |
| Annual return | 16.05% | 295.14%-279.1pp | 241.09%-225.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,149 | $2,806-59.0% | $2,592-55.7% | $4,379-73.8% |
| Participant deferral / active EE | $2,799 | $4,445-37.0% | $4,142-32.4% | $6,730-58.4% |
| Admin fee / account holder | $3,460 | $8,190-57.8% | $7,623-54.6% | $14,365-75.9% |