Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $148,020 | $126,113+17.4% | $116,096+27.5% | $155,188-4.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 73.3%-23.3pp | 80.8%-30.8pp |
| Annual return | 15.48% | 391.72%-376.2pp | 326.25%-310.8pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,853 | $2,672-30.6% | $2,503-26.0% | $4,248-56.4% |
| Participant deferral / active EE | $8,847 | $4,162+112.6% | $3,952+123.9% | $6,531+35.5% |
| Admin fee / account holder | $564 | $8,045-93.0% | $7,704-92.7% | $14,480-96.1% |