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 | $163,817 | $103,038+59.0% | $90,324+81.4% | $152,909+7.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 30.05% | 95.25%-65.2pp | 78.15%-48.1pp | 345.46%-315.4pp |
| Employer contribution / active EE | $1,240 | $3,141-60.5% | $2,856-56.6% | $4,764-74.0% |
| Participant deferral / active EE | $5,609 | $4,282+31.0% | $3,885+44.4% | $5,851-4.1% |
| Admin fee / account holder | $1,311 | $6,177-78.8% | $5,356-75.5% | $11,601-88.7% |