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 | $178,962 | $115,225+55.3% | $100,712+77.7% | $138,895+28.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 13.50% | 40.35%-26.9pp | 33.27%-19.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,645 | $2,771+67.6% | $2,313+100.8% | $4,194+10.7% |
| Participant deferral / active EE | $15,090 | $4,699+221.1% | $4,085+269.4% | $6,396+135.9% |
| Admin fee / account holder | $619 | $10,844-94.3% | $9,256-93.3% | $12,562-95.1% |