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 | $113,851 | $101,618+12.0% | $93,063+22.3% | $137,256-17.1% |
| Participation rate | 42.9% | 74.9%-32.1pp | 72.1%-29.3pp | 80.0%-37.1pp |
| Annual return | 17.66% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,562 | $2,707-42.3% | $2,476-36.9% | $4,156-62.4% |
| Participant deferral / active EE | $6,004 | $4,279+40.3% | $3,958+51.7% | $6,407-6.3% |
| Admin fee / account holder | $430 | $6,198-93.1% | $6,033-92.9% | $12,270-96.5% |