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 | $147,070 | $162,821-9.7% | $133,978+9.8% | $158,982-7.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 10.98% | 41.95%-31.0pp | 45.10%-34.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $1,579 | $4,976-68.3% | $3,919-59.7% | $4,763-66.8% |
| Participant deferral / active EE | $5,515 | $5,910-6.7% | $5,047+9.3% | $5,983-7.8% |
| Admin fee / account holder | $1,445 | $11,742-87.7% | $8,930-83.8% | $11,252-87.2% |