Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $89,520 | $157,829-43.3% | $136,867-34.6% | $198,609-54.9% |
| Participation rate | 60.0% | 77.2%-17.2pp | 74.5%-14.5pp | 82.4%-22.4pp |
| Annual return | 26.28% | 51.25%-25.0pp | 42.97%-16.7pp | 202.70%-176.4pp |
| Employer contribution / active EE | $11,159 | $3,923+184.5% | $3,547+214.6% | $5,055+120.7% |
| Participant deferral / active EE | $11,924 | $5,463+118.3% | $4,924+142.2% | $6,977+70.9% |
| Admin fee / account holder | $734 | $11,107-93.4% | $10,340-92.9% | $19,030-96.1% |