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 | $155,096 | $135,956+14.1% | $123,894+25.2% | $273,972-43.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 26.60% | 56.63%-30.0pp | 47.52%-20.9pp | 41.46%-14.9pp |
| Employer contribution / active EE | $1,895 | $5,170-63.3% | $4,617-58.9% | $4,869-61.1% |
| Participant deferral / active EE | $6,349 | $6,343+0.1% | $5,984+6.1% | $5,287+20.1% |
| Admin fee / account holder | $4,250 | $9,817-56.7% | $8,357-49.1% | $10,133-58.1% |