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 | $158,457 | $124,346+27.4% | $111,308+42.4% | $167,536-5.4% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 18.42% | 37.45%-19.0pp | 54.67%-36.2pp | 478.82%-460.4pp |
| Employer contribution / active EE | $1,380 | $3,437-59.8% | $2,732-49.5% | $4,839-71.5% |
| Participant deferral / active EE | $4,083 | $5,182-21.2% | $4,487-9.0% | $6,342-35.6% |
| Admin fee / account holder | $1,158 | $10,621-89.1% | $7,965-85.5% | $12,315-90.6% |