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 | $129,329 | $148,629-13.0% | $135,982-4.9% | $139,487-7.3% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.80% | 79.33%-64.5pp | 68.32%-53.5pp | 373.84%-359.0pp |
| Employer contribution / active EE | $1,185 | $5,247-77.4% | $4,859-75.6% | $4,755-75.1% |
| Participant deferral / active EE | $4,547 | $8,102-43.9% | $7,760-41.4% | $6,713-32.3% |
| Admin fee / account holder | $997 | $12,406-92.0% | $10,767-90.7% | $11,407-91.3% |