Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $118,230 | $129,737-8.9% | $119,126-0.8% | $154,746-23.6% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 21.08% | 379.08%-358.0pp | 282.11%-261.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,198 | $4,375-72.6% | $4,034-70.3% | $4,379-72.6% |
| Participant deferral / active EE | $7,155 | $5,842+22.5% | $5,318+34.5% | $6,730+6.3% |
| Admin fee / account holder | $599 | $11,961-95.0% | $10,693-94.4% | $14,365-95.8% |