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 | $210,219 | $154,228+36.3% | $145,433+44.5% | $137,256+53.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 17.92% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,084 | $4,804+5.8% | $4,554+11.6% | $4,156+22.3% |
| Participant deferral / active EE | $16,332 | $8,216+98.8% | $7,897+106.8% | $6,407+154.9% |
| Admin fee / account holder | $10,724 | $14,344-25.2% | $13,129-18.3% | $12,270-12.6% |