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 | $136,984 | $211,224-35.1% | $178,505-23.3% | $145,897-6.1% |
| Participation rate | 68.4% | 80.8%-12.4pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 8.40% | 30.28%-21.9pp | 27.16%-18.8pp | 552.29%-543.9pp |
| Employer contribution / active EE | $2,821 | $4,577-38.4% | $3,955-28.7% | $4,663-39.5% |
| Participant deferral / active EE | $6,697 | $6,966-3.9% | $6,280+6.6% | $6,689+0.1% |
| Admin fee / account holder | $18,761 | $12,109+54.9% | $10,428+79.9% | $13,390+40.1% |