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 | $247,469 | $154,228+60.5% | $145,433+70.2% | $137,256+80.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.43% | 74.59%-59.2pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,293 | $4,804-10.6% | $4,554-5.7% | $4,156+3.3% |
| Participant deferral / active EE | $5,362 | $8,216-34.7% | $7,897-32.1% | $6,407-16.3% |
| Admin fee / account holder | $6,207 | $14,344-56.7% | $13,129-52.7% | $12,270-49.4% |