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 | $198,846 | $211,224-5.9% | $178,505+11.4% | $145,897+36.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.97% | 30.28%-20.3pp | 27.16%-17.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,118 | $4,577-53.7% | $3,955-46.4% | $4,663-54.6% |
| Participant deferral / active EE | $4,011 | $6,966-42.4% | $6,280-36.1% | $6,689-40.0% |
| Admin fee / account holder | $10,011 | $12,109-17.3% | $10,428-4.0% | $13,390-25.2% |