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 | $157,591 | $156,398+0.8% | $147,318+7.0% | $138,895+13.5% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 18.32% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,839 | $4,853-41.5% | $4,593-38.2% | $4,194-32.3% |
| Participant deferral / active EE | $9,976 | $8,237+21.1% | $7,906+26.2% | $6,396+56.0% |
| Admin fee / account holder | $1,471 | $14,976-90.2% | $13,708-89.3% | $12,562-88.3% |