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 | $172,656 | $104,953+64.5% | $84,637+104.0% | $152,909+12.9% |
| Participation rate | 47.8% | 74.8%-27.0pp | 68.2%-20.4pp | 82.5%-34.6pp |
| Annual return | 19.36% | 373.94%-354.6pp | 258.82%-239.5pp | 345.46%-326.1pp |
| Employer contribution / active EE | $1,867 | $3,304-43.5% | $2,653-29.6% | $4,764-60.8% |
| Participant deferral / active EE | $7,063 | $4,691+50.6% | $3,900+81.1% | $5,851+20.7% |
| Admin fee / account holder | $7,529 | $6,244+20.6% | $4,914+53.2% | $11,601-35.1% |