Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $220,186 | $174,379+26.3% | $152,093+44.8% | $138,895+58.5% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 13.75% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,863 | $4,652-59.9% | $4,175-55.4% | $4,194-55.6% |
| Participant deferral / active EE | $2,329 | $6,159-62.2% | $5,451-57.3% | $6,396-63.6% |
| Admin fee / account holder | $6,978 | $16,880-58.7% | $14,497-51.9% | $12,562-44.5% |