Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $128,100 | $100,139+27.9% | $85,187+50.4% | $145,884-12.2% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 8.43% | 84.15%-75.7pp | 66.67%-58.2pp | 551.85%-543.4pp |
| Employer contribution / active EE | $829 | $3,238-74.4% | $2,732-69.7% | $4,662-82.2% |
| Participant deferral / active EE | $12,928 | $5,296+144.1% | $4,525+185.7% | $6,690+93.2% |
| Admin fee / account holder | $2,851 | $7,262-60.7% | $6,162-53.7% | $13,392-78.7% |