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 | $155,003 | $166,268-6.8% | $165,100-6.1% | $145,897+6.2% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 11.52% | 100.52%-89.0pp | 70.21%-58.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,365 | $5,284-74.2% | $4,348-68.6% | $4,663-70.7% |
| Participant deferral / active EE | $2,927 | $6,964-58.0% | $6,035-51.5% | $6,689-56.2% |
| Admin fee / account holder | $304 | $16,659-98.2% | $12,696-97.6% | $13,390-97.7% |