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 | $133,054 | $196,972-32.5% | $182,262-27.0% | $198,609-33.0% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 18.59% | 158.27%-139.7pp | 140.60%-122.0pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,747 | $5,364-67.4% | $5,046-65.4% | $5,055-65.4% |
| Participant deferral / active EE | $7,093 | $8,643-17.9% | $8,276-14.3% | $6,977+1.7% |
| Admin fee / account holder | $3,745 | $18,429-79.7% | $16,712-77.6% | $19,030-80.3% |