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 | $162,324 | $183,592-11.6% | $155,567+4.3% | $145,959+11.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 29.88% | 61.24%-31.4pp | 64.74%-34.9pp | 561.95%-532.1pp |
| Employer contribution / active EE | $1,263 | $5,315-76.2% | $4,674-73.0% | $4,661-72.9% |
| Participant deferral / active EE | $9,693 | $6,464+50.0% | $5,628+72.2% | $6,689+44.9% |
| Admin fee / account holder | $833 | $19,318-95.7% | $15,916-94.8% | $13,398-93.8% |