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 | $216,579 | $227,399-4.8% | $189,758+14.1% | $198,609+9.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 14.03% | 61.03%-47.0pp | 52.62%-38.6pp | 202.70%-188.7pp |
| Employer contribution / active EE | $1,846 | $5,526-66.6% | $4,767-61.3% | $5,055-63.5% |
| Participant deferral / active EE | $6,981 | $6,837+2.1% | $5,856+19.2% | $6,977+0.1% |
| Admin fee / account holder | $8,784 | $25,162-65.1% | $20,388-56.9% | $19,030-53.8% |