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 | $172,973 | $154,209+12.2% | $130,062+33.0% | $139,487+24.0% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 12.68% | 32.52%-19.8pp | -137.37%+150.1pp | 373.84%-361.2pp |
| Employer contribution / active EE | $1,532 | $5,292-71.1% | $4,322-64.6% | $4,755-67.8% |
| Participant deferral / active EE | $6,423 | $6,709-4.3% | $5,821+10.3% | $6,713-4.3% |
| Admin fee / account holder | $14,001 | $13,988+0.1% | $10,601+32.1% | $11,407+22.7% |