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 | $185,402 | $162,136+14.3% | $152,301+21.7% | $154,746+19.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.53% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,445 | $4,890-50.0% | $4,624-47.1% | $4,379-44.2% |
| Participant deferral / active EE | $9,681 | $8,341+16.1% | $8,004+21.0% | $6,730+43.8% |
| Admin fee / account holder | $18,861 | $15,759+19.7% | $14,398+31.0% | $14,365+31.3% |