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 | $147,577 | $101,618+45.2% | $93,063+58.6% | $137,256+7.5% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 16.90% | 223.95%-207.0pp | 34.15%-17.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,418 | $2,707-47.6% | $2,476-42.8% | $4,156-65.9% |
| Participant deferral / active EE | $9,913 | $4,279+131.6% | $3,958+150.4% | $6,407+54.7% |
| Admin fee / account holder | $650 | $6,198-89.5% | $6,033-89.2% | $12,270-94.7% |