Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $137,821 | $183,592-24.9% | $155,574-11.4% | $145,877-5.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.39% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $28,714 | $5,317+440.1% | $4,676+514.1% | $4,663+515.8% |
| Participant deferral / active EE | $15,300 | $6,466+136.6% | $5,629+171.8% | $6,691+128.7% |
| Admin fee / account holder | $2,449 | $19,316-87.3% | $15,914-84.6% | $13,402-81.7% |