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 | $179,179 | $154,228+16.2% | $145,433+23.2% | $137,256+30.5% |
| Participation rate | 46.2% | 83.8%-37.6pp | 82.1%-36.0pp | 80.0%-33.8pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,556 | $4,804-46.8% | $4,554-43.9% | $4,156-38.5% |
| Participant deferral / active EE | $5,820 | $8,216-29.2% | $7,897-26.3% | $6,407-9.2% |
| Admin fee / account holder | $1,316 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |