Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $130,691 | $129,737+0.7% | $119,126+9.7% | $154,746-15.5% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 14.46% | 379.08%-364.6pp | 282.11%-267.7pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,773 | $4,375-59.5% | $4,034-56.0% | $4,379-59.5% |
| Participant deferral / active EE | $8,402 | $5,842+43.8% | $5,318+58.0% | $6,730+24.8% |
| Admin fee / account holder | $1,731 | $11,961-85.5% | $10,693-83.8% | $14,365-88.0% |