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 | $125,280 | $118,875+5.4% | $96,572+29.7% | $167,553-25.2% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 20.69% | 50.50%-29.8pp | 37.79%-17.1pp | 478.89%-458.2pp |
| Employer contribution / active EE | $1,921 | $3,121-38.5% | $2,357-18.5% | $4,840-60.3% |
| Participant deferral / active EE | $3,593 | $4,617-22.2% | $3,850-6.7% | $6,343-43.4% |
| Admin fee / account holder | $509 | $8,070-93.7% | $6,183-91.8% | $12,316-95.9% |