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 | $125,353 | $124,330+0.8% | $109,173+14.8% | $167,536-25.2% |
| Participation rate | 66.7% | 79.5%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 15.84% | 26.04%-10.2pp | 25.75%-9.9pp | 478.82%-463.0pp |
| Employer contribution / active EE | $1,725 | $4,209-59.0% | $3,723-53.7% | $4,839-64.4% |
| Participant deferral / active EE | $3,086 | $5,256-41.3% | $4,654-33.7% | $6,342-51.3% |
| Admin fee / account holder | $2,242 | $7,974-71.9% | $6,755-66.8% | $12,315-81.8% |