Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $126,724 | $157,296-19.4% | $141,191-10.2% | $152,897-17.1% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.5%-62.5pp |
| Annual return | 29.35% | 64.34%-35.0pp | 71.41%-42.1pp | 345.43%-316.1pp |
| Employer contribution / active EE | $3,329 | $5,262-36.7% | $4,736-29.7% | $4,764-30.1% |
| Participant deferral / active EE | $5,000 | $7,111-29.7% | $6,710-25.5% | $5,851-14.5% |
| Admin fee / account holder | $497 | $12,125-95.9% | $10,264-95.2% | $11,599-95.7% |