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 | $146,883 | $102,422+43.4% | $147,117-0.2% | $80,959+81.4% |
| Participation rate | 63.2% | 75.9%-12.7pp | 82.2%-19.0pp | 67.7%-4.5pp |
| Annual return | 13.55% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,045 | $3,717-71.9% | $4,932-78.8% | $2,757-62.1% |
| Participant deferral / active EE | $4,330 | $6,652-34.9% | $8,065-46.3% | $4,300+0.7% |
| Admin fee / account holder | $15,208 | $7,953+91.2% | $12,993+17.0% | $6,925+119.6% |