Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $162,181 | $156,398+3.7% | $147,318+10.1% | $138,895+16.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.99% | 78.75%-60.8pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $1,948 | $4,853-59.9% | $4,593-57.6% | $4,194-53.5% |
| Participant deferral / active EE | $11,620 | $8,237+41.1% | $7,906+47.0% | $6,396+81.7% |
| Admin fee / account holder | $875 | $14,976-94.2% | $13,708-93.6% | $12,562-93.0% |