Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $217,693 | $114,119+90.8% | $107,187+103.1% | $138,895+56.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 19.04% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,357 | $4,059-41.9% | $3,782-37.7% | $4,194-43.8% |
| Participant deferral / active EE | $12,068 | $5,538+117.9% | $5,096+136.8% | $6,396+88.7% |
| Admin fee / account holder | $17,880 | $10,024+78.4% | $9,162+95.2% | $12,562+42.3% |