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 | $160,797 | $154,228+4.3% | $145,433+10.6% | $137,256+17.2% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 19.91% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,146 | $4,804-55.3% | $4,554-52.9% | $4,156-48.4% |
| Participant deferral / active EE | $4,199 | $8,216-48.9% | $7,897-46.8% | $6,407-34.5% |
| Admin fee / account holder | $2,229 | $14,344-84.5% | $13,129-83.0% | $12,270-81.8% |