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 | $189,760 | $211,224-10.2% | $178,505+6.3% | $145,897+30.1% |
| Participation rate | 54.5% | 80.8%-26.3pp | 77.1%-22.6pp | 80.3%-25.8pp |
| Annual return | 11.79% | 30.28%-18.5pp | 27.16%-15.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,074 | $4,577-76.5% | $3,955-72.8% | $4,663-77.0% |
| Participant deferral / active EE | $9,149 | $6,966+31.3% | $6,280+45.7% | $6,689+36.8% |
| Admin fee / account holder | $31,075 | $12,109+156.6% | $10,428+198.0% | $13,390+132.1% |