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 | $163,611 | $208,088-21.4% | $186,193-12.1% | $154,746+5.7% |
| Participation rate | 62.5% | 80.0%-17.5pp | 77.1%-14.6pp | 80.7%-18.2pp |
| Annual return | 17.80% | 89.97%-72.2pp | 78.03%-60.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,210 | $4,340-72.1% | $3,918-69.1% | $4,379-72.4% |
| Participant deferral / active EE | $2,582 | $7,078-63.5% | $6,513-60.4% | $6,730-61.6% |
| Admin fee / account holder | $4,284 | $11,698-63.4% | $11,058-61.3% | $14,365-70.2% |