Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $134,472 | $95,415+40.9% | $185,851-27.6% | $85,851+56.6% |
| Participation rate | 64.8% | 68.8%-4.0pp | 81.7%-16.9pp | 69.3%-4.5pp |
| Annual return | 14.98% | 23.59%-8.6pp | 122.11%-107.1pp | 318.63%-303.7pp |
| Employer contribution / active EE | $2,574 | $3,314-22.3% | $5,168-50.2% | $2,565+0.4% |
| Participant deferral / active EE | $4,799 | $3,424+40.2% | $5,569-13.8% | $3,952+21.4% |
| Admin fee / account holder | $10,778 | $7,215+49.4% | $16,245-33.7% | $6,261+72.1% |