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 | $144,037 | $114,119+26.2% | $107,187+34.4% | $138,895+3.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 12.58% | 273.21%-260.6pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,353 | $4,059-42.0% | $3,782-37.8% | $4,194-43.9% |
| Participant deferral / active EE | $8,288 | $5,538+49.7% | $5,096+62.6% | $6,396+29.6% |
| Admin fee / account holder | $1,560 | $10,024-84.4% | $9,162-83.0% | $12,562-87.6% |