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 | $157,161 | $157,304-0.1% | $141,197+11.3% | $152,909+2.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 21.28% | 64.34%-43.1pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $2,833 | $5,263-46.2% | $4,736-40.2% | $4,764-40.5% |
| Participant deferral / active EE | $11,867 | $7,111+66.9% | $6,710+76.8% | $5,851+102.8% |
| Admin fee / account holder | $730 | $12,126-94.0% | $10,265-92.9% | $11,601-93.7% |