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 | $196,480 | $154,228+27.4% | $145,433+35.1% | $137,256+43.1% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 15.86% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,762 | $4,804-42.5% | $4,554-39.4% | $4,156-33.5% |
| Participant deferral / active EE | $6,669 | $8,216-18.8% | $7,897-15.6% | $6,407+4.1% |
| Admin fee / account holder | $24,877 | $14,344+73.4% | $13,129+89.5% | $12,270+102.7% |