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 | $142,474 | $73,107+94.9% | $114,563+24.4% | $87,485+62.9% |
| Participation rate | 64.9% | 65.8%-0.8pp | 72.9%-8.0pp | 68.9%-4.0pp |
| Annual return | 16.79% | 19.47%-2.7pp | 241.09%-224.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,309 | $1,881-30.4% | $2,592-49.5% | $2,596-49.6% |
| Participant deferral / active EE | $3,469 | $3,144+10.4% | $4,142-16.2% | $4,274-18.8% |
| Admin fee / account holder | $1,655 | $5,770-71.3% | $7,623-78.3% | $7,775-78.7% |