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 | $151,069 | $129,737+16.4% | $119,126+26.8% | $154,746-2.4% |
| Participation rate | 55.0% | 78.9%-23.9pp | 75.8%-20.8pp | 80.7%-25.7pp |
| Annual return | 17.19% | 379.08%-361.9pp | 282.11%-264.9pp | 172.34%-155.1pp |
| Employer contribution / active EE | $4,561 | $4,375+4.3% | $4,034+13.1% | $4,379+4.2% |
| Participant deferral / active EE | $5,526 | $5,842-5.4% | $5,318+3.9% | $6,730-17.9% |
| Admin fee / account holder | $36,253 | $11,961+203.1% | $10,693+239.0% | $14,365+152.4% |