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 | $148,750 | $102,938+44.5% | $94,105+58.1% | $138,895+7.1% |
| Participation rate | 66.7% | 74.6%-8.0pp | 71.9%-5.3pp | 79.9%-13.3pp |
| Annual return | 16.01% | 250.28%-234.3pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $655 | $2,732-76.0% | $2,504-73.8% | $4,194-84.4% |
| Participant deferral / active EE | $1,338 | $4,196-68.1% | $3,881-65.5% | $6,396-79.1% |
| Admin fee / account holder | $6,848 | $6,600+3.8% | $6,199+10.5% | $12,562-45.5% |