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 | $115,027 | $175,259-34.4% | $149,723-23.2% | $139,487-17.5% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 21.22% | 166.82%-145.6pp | 134.50%-113.3pp | 373.84%-352.6pp |
| Employer contribution / active EE | $1,735 | $5,478-68.3% | $4,821-64.0% | $4,755-63.5% |
| Participant deferral / active EE | $4,751 | $6,522-27.1% | $5,682-16.4% | $6,713-29.2% |
| Admin fee / account holder | $16,025 | $16,158-0.8% | $13,215+21.3% | $11,407+40.5% |