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 | $145,684 | $110,379+32.0% | $102,412+42.3% | $145,884-0.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.49% | 24.84%-8.4pp | 24.94%-8.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $1,581 | $4,216-62.5% | $3,870-59.2% | $4,662-66.1% |
| Participant deferral / active EE | $3,374 | $5,622-40.0% | $5,060-33.3% | $6,690-49.6% |
| Admin fee / account holder | $888 | $9,745-90.9% | $8,388-89.4% | $13,392-93.4% |