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 | $172,291 | $157,276+9.5% | $141,177+22.0% | $152,885+12.7% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.5%-39.0pp |
| Annual return | 37.89% | 64.33%-26.4pp | 71.40%-33.5pp | 345.39%-307.5pp |
| Employer contribution / active EE | $1,571 | $5,262-70.1% | $4,736-66.8% | $4,763-67.0% |
| Participant deferral / active EE | $3,069 | $7,110-56.8% | $6,710-54.3% | $5,851-47.5% |
| Admin fee / account holder | $23,022 | $12,123+89.9% | $10,263+124.3% | $11,598+98.5% |