Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $135,791 | $162,136-16.2% | $152,301-10.8% | $154,746-12.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 20.79% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,250 | $4,890-74.4% | $4,624-73.0% | $4,379-71.5% |
| Participant deferral / active EE | $8,125 | $8,341-2.6% | $8,004+1.5% | $6,730+20.7% |
| Admin fee / account holder | $1,058 | $15,759-93.3% | $14,398-92.7% | $14,365-92.6% |