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 | $176,504 | $114,119+54.7% | $107,187+64.7% | $138,895+27.1% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 14.13% | 273.21%-259.1pp | 204.55%-190.4pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,718 | $4,059-33.0% | $3,782-28.1% | $4,194-35.2% |
| Participant deferral / active EE | $7,174 | $5,538+29.5% | $5,096+40.8% | $6,396+12.2% |
| Admin fee / account holder | $1,408 | $10,024-86.0% | $9,162-84.6% | $12,562-88.8% |