Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $159,277 | $183,539-13.2% | $155,556+2.4% | $145,897+9.2% |
| Participation rate | 63.2% | 82.7%-19.6pp | 78.2%-15.1pp | 80.3%-17.1pp |
| Annual return | 11.97% | 61.31%-49.3pp | 64.84%-52.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,850 | $5,315-65.2% | $4,675-60.4% | $4,663-60.3% |
| Participant deferral / active EE | $5,112 | $6,467-21.0% | $5,631-9.2% | $6,689-23.6% |
| Admin fee / account holder | $744 | $19,275-96.1% | $15,885-95.3% | $13,390-94.4% |