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 | $146,746 | $100,139+46.5% | $85,187+72.3% | $145,884+0.6% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 12.66% | 84.15%-71.5pp | 66.67%-54.0pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,584 | $3,238-51.1% | $2,732-42.0% | $4,662-66.0% |
| Participant deferral / active EE | $3,355 | $5,296-36.6% | $4,525-25.9% | $6,690-49.8% |
| Admin fee / account holder | $1,350 | $7,262-81.4% | $6,162-78.1% | $13,392-89.9% |