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 | $238,661 | $165,399+44.3% | $149,745+59.4% | $158,982+50.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 15.47% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,361 | $5,105-73.3% | $4,646-70.7% | $4,763-71.4% |
| Participant deferral / active EE | $8,716 | $7,183+21.3% | $6,843+27.4% | $5,983+45.7% |
| Admin fee / account holder | $2,399 | $10,811-77.8% | $9,312-74.2% | $11,252-78.7% |