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 | $152,159 | $126,113+20.7% | $116,096+31.1% | $155,188-2.0% |
| Participation rate | 52.6% | 75.1%-22.5pp | 73.3%-20.7pp | 80.8%-28.2pp |
| Annual return | 8.80% | 391.72%-382.9pp | 326.25%-317.4pp | 148.84%-140.0pp |
| Employer contribution / active EE | $1,207 | $2,672-54.8% | $2,503-51.8% | $4,248-71.6% |
| Participant deferral / active EE | $3,118 | $4,162-25.1% | $3,952-21.1% | $6,531-52.3% |
| Admin fee / account holder | $4,416 | $8,045-45.1% | $7,704-42.7% | $14,480-69.5% |