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 | $131,003 | $208,088-37.0% | $186,193-29.6% | $154,746-15.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 16.64% | 89.97%-73.3pp | 78.03%-61.4pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,519 | $4,340-65.0% | $3,918-61.2% | $4,379-65.3% |
| Participant deferral / active EE | $4,295 | $7,078-39.3% | $6,513-34.0% | $6,730-36.2% |
| Admin fee / account holder | $1,260 | $11,698-89.2% | $11,058-88.6% | $14,365-91.2% |