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 | $127,615 | $129,737-1.6% | $119,126+7.1% | $154,746-17.5% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 12.55% | 379.08%-366.5pp | 282.11%-269.6pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,876 | $4,375-57.1% | $4,034-53.5% | $4,379-57.2% |
| Participant deferral / active EE | $4,758 | $5,842-18.6% | $5,318-10.5% | $6,730-29.3% |
| Admin fee / account holder | $24,584 | $11,961+105.5% | $10,693+129.9% | $14,365+71.1% |