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 | $132,380 | $111,535+18.7% | $105,223+25.8% | $137,256-3.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 14.89% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,336 | $3,939-66.1% | $3,689-63.8% | $4,156-67.9% |
| Participant deferral / active EE | $3,092 | $5,500-43.8% | $5,072-39.0% | $6,407-51.7% |
| Admin fee / account holder | $1,269 | $9,721-87.0% | $8,859-85.7% | $12,270-89.7% |