Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $167,037 | $176,838-5.5% | $146,685+13.9% | $167,518-0.3% |
| Participation rate | 25.0% | 83.6%-58.6pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 21.54% | 24.04%-2.5pp | 22.75%-1.2pp | 478.71%-457.2pp |
| Employer contribution / active EE | $1,500 | $5,161-70.9% | $4,137-63.7% | $4,838-69.0% |
| Participant deferral / active EE | $4,875 | $6,441-24.3% | $5,507-11.5% | $6,342-23.1% |
| Admin fee / account holder | $1,166 | $13,262-91.2% | $10,281-88.7% | $12,312-90.5% |