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 | $172,475 | $217,432-20.7% | $185,849-7.2% | $167,536+2.9% |
| Participation rate | 61.9% | 86.1%-24.1pp | 81.7%-19.8pp | 82.1%-20.2pp |
| Annual return | 12.37% | 148.42%-136.1pp | 122.10%-109.7pp | 478.82%-466.4pp |
| Employer contribution / active EE | $1,531 | $5,875-73.9% | $5,169-70.4% | $4,839-68.4% |
| Participant deferral / active EE | $7,716 | $6,357+21.4% | $5,569+38.6% | $6,342+21.7% |
| Admin fee / account holder | $1,618 | $19,818-91.8% | $16,244-90.0% | $12,315-86.9% |