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 | $177,143 | $183,592-3.5% | $155,574+13.9% | $145,877+21.4% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 17.15% | 61.37%-44.2pp | 64.87%-47.7pp | 551.28%-534.1pp |
| Employer contribution / active EE | $1,265 | $5,317-76.2% | $4,676-72.9% | $4,663-72.9% |
| Participant deferral / active EE | $2,167 | $6,466-66.5% | $5,629-61.5% | $6,691-67.6% |
| Admin fee / account holder | $1,668 | $19,316-91.4% | $15,914-89.5% | $13,402-87.6% |