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 | $219,045 | $183,592+19.3% | $155,574+40.8% | $145,877+50.2% |
| Participation rate | 47.1% | 82.7%-35.6pp | 78.2%-31.2pp | 80.3%-33.2pp |
| Annual return | 9.52% | 61.37%-51.9pp | 64.87%-55.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $1,480 | $5,317-72.2% | $4,676-68.3% | $4,663-68.3% |
| Participant deferral / active EE | $4,257 | $6,466-34.2% | $5,629-24.4% | $6,691-36.4% |
| Admin fee / account holder | $2,262 | $19,316-88.3% | $15,914-85.8% | $13,402-83.1% |