Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $164,238 | $114,119+43.9% | $107,187+53.2% | $138,895+18.2% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.4pp | 79.9%-51.3pp |
| Annual return | 20.54% | 273.21%-252.7pp | 204.55%-184.0pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,635 | $4,059-59.7% | $3,782-56.8% | $4,194-61.0% |
| Participant deferral / active EE | $4,111 | $5,538-25.8% | $5,096-19.3% | $6,396-35.7% |
| Admin fee / account holder | $6,282 | $10,024-37.3% | $9,162-31.4% | $12,562-50.0% |