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 | $159,668 | $95,406+67.4% | $185,849-14.1% | $85,847+86.0% |
| Participation rate | 62.3% | 68.8%-6.5pp | 81.7%-19.4pp | 69.3%-7.1pp |
| Annual return | 11.68% | 23.59%-11.9pp | 122.10%-110.4pp | 318.61%-306.9pp |
| Employer contribution / active EE | $1,563 | $3,314-52.8% | $5,169-69.8% | $2,565-39.1% |
| Participant deferral / active EE | $4,760 | $3,424+39.0% | $5,569-14.5% | $3,952+20.4% |
| Admin fee / account holder | $599 | $7,214-91.7% | $16,244-96.3% | $6,261-90.4% |