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 | $210,655 | $228,395-7.8% | $185,861+13.3% | $158,982+32.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 12.49% | 40.82%-28.3pp | 35.96%-23.5pp | 302.99%-290.5pp |
| Employer contribution / active EE | $2,608 | $4,968-47.5% | $4,088-36.2% | $4,763-45.2% |
| Participant deferral / active EE | $8,505 | $6,417+32.5% | $5,634+51.0% | $5,983+42.1% |
| Admin fee / account holder | $687 | $11,869-94.2% | $9,503-92.8% | $11,252-93.9% |