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 | $151,028 | $124,336+21.5% | $111,303+35.7% | $167,518-9.8% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 12.43% | 37.45%-25.0pp | 54.66%-42.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $1,318 | $3,436-61.7% | $2,731-51.8% | $4,838-72.8% |
| Participant deferral / active EE | $6,685 | $5,181+29.0% | $4,487+49.0% | $6,342+5.4% |
| Admin fee / account holder | $2,456 | $10,623-76.9% | $7,966-69.2% | $12,312-80.1% |