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 | $127,595 | $183,539-30.5% | $155,556-18.0% | $145,897-12.5% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.51% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,442 | $5,315-72.9% | $4,675-69.1% | $4,663-69.1% |
| Participant deferral / active EE | $2,573 | $6,467-60.2% | $5,631-54.3% | $6,689-61.5% |
| Admin fee / account holder | $3,615 | $19,275-81.2% | $15,885-77.2% | $13,390-73.0% |