Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $154,352 | $211,239-26.9% | $178,528-13.5% | $145,877+5.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 18.19% | 30.22%-12.0pp | 27.11%-8.9pp | 551.28%-533.1pp |
| Employer contribution / active EE | $3,922 | $4,570-14.2% | $3,950-0.7% | $4,663-15.9% |
| Participant deferral / active EE | $11,781 | $6,963+69.2% | $6,278+87.6% | $6,691+76.1% |
| Admin fee / account holder | $53,704 | $12,095+344.0% | $10,419+415.4% | $13,402+300.7% |