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 | $175,669 | $157,829+11.3% | $136,867+28.4% | $198,609-11.6% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 20.31% | 51.25%-30.9pp | 42.97%-22.7pp | 202.70%-182.4pp |
| Employer contribution / active EE | $1,365 | $3,923-65.2% | $3,547-61.5% | $5,055-73.0% |
| Participant deferral / active EE | $3,055 | $5,463-44.1% | $4,924-37.9% | $6,977-56.2% |
| Admin fee / account holder | $2,102 | $11,107-81.1% | $10,340-79.7% | $19,030-89.0% |