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 | $155,486 | $165,399-6.0% | $149,745+3.8% | $158,982-2.2% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 11.22% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $1,032 | $5,105-79.8% | $4,646-77.8% | $4,763-78.3% |
| Participant deferral / active EE | $3,605 | $7,183-49.8% | $6,843-47.3% | $5,983-39.8% |
| Admin fee / account holder | $1,955 | $10,811-81.9% | $9,312-79.0% | $11,252-82.6% |