Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $118,292 | $114,119+3.7% | $107,187+10.4% | $138,895-14.8% |
| Participation rate | 23.1% | 78.1%-55.0pp | 75.0%-51.9pp | 79.9%-56.8pp |
| Annual return | 16.12% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $2,398 | $4,059-40.9% | $3,782-36.6% | $4,194-42.8% |
| Participant deferral / active EE | $3,879 | $5,538-30.0% | $5,096-23.9% | $6,396-39.4% |
| Admin fee / account holder | $31,844 | $10,024+217.7% | $9,162+247.6% | $12,562+153.5% |