Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $151,595 | $154,193-1.7% | $130,045+16.6% | $139,466+8.7% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 33.40% | 32.51%+0.9pp | -137.30%+170.7pp | 373.66%-340.3pp |
| Employer contribution / active EE | $2,892 | $5,292-45.3% | $4,321-33.1% | $4,754-39.2% |
| Participant deferral / active EE | $8,992 | $6,709+34.0% | $5,820+54.5% | $6,712+34.0% |
| Admin fee / account holder | $534 | $13,989-96.2% | $10,600-95.0% | $11,409-95.3% |