Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $151,491 | $183,539-17.5% | $155,556-2.6% | $145,897+3.8% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 28.59% | 61.31%-32.7pp | 64.84%-36.2pp | 552.29%-523.7pp |
| Employer contribution / active EE | $1,396 | $5,315-73.7% | $4,675-70.1% | $4,663-70.1% |
| Participant deferral / active EE | $5,374 | $6,467-16.9% | $5,631-4.6% | $6,689-19.7% |
| Admin fee / account holder | $1,666 | $19,275-91.4% | $15,885-89.5% | $13,390-87.6% |