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 | $136,969 | $106,247+28.9% | $96,515+41.9% | $139,466-1.8% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 13.32% | 38.47%-25.1pp | 35.73%-22.4pp | 373.66%-360.3pp |
| Employer contribution / active EE | $2,933 | $4,106-28.6% | $3,740-21.6% | $4,754-38.3% |
| Participant deferral / active EE | $4,054 | $5,456-25.7% | $4,880-16.9% | $6,712-39.6% |
| Admin fee / account holder | $62,778 | $7,885+696.2% | $6,735+832.1% | $11,409+450.3% |