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 | $145,694 | $148,623-2.0% | $135,974+7.1% | $139,466+4.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.59% | 79.30%-61.7pp | 68.30%-50.7pp | 373.66%-356.1pp |
| Employer contribution / active EE | $4,047 | $5,246-22.9% | $4,859-16.7% | $4,754-14.9% |
| Participant deferral / active EE | $8,010 | $8,103-1.1% | $7,760+3.2% | $6,712+19.3% |
| Admin fee / account holder | $3,636 | $12,406-70.7% | $10,767-66.2% | $11,409-68.1% |