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 | $120,712 | $157,276-23.2% | $141,177-14.5% | $152,885-21.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 33.17% | 64.33%-31.2pp | 71.40%-38.2pp | 345.39%-312.2pp |
| Employer contribution / active EE | $2,131 | $5,262-59.5% | $4,736-55.0% | $4,763-55.3% |
| Participant deferral / active EE | $6,542 | $7,110-8.0% | $6,710-2.5% | $5,851+11.8% |
| Admin fee / account holder | $5,808 | $12,123-52.1% | $10,263-43.4% | $11,598-49.9% |