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 | $180,241 | $183,627-1.8% | $155,602+15.8% | $145,978+23.5% |
| Participation rate | 52.6% | 82.7%-30.1pp | 78.2%-25.6pp | 80.3%-27.7pp |
| Annual return | 11.83% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $4,882 | $5,316-8.2% | $4,675+4.4% | $4,662+4.7% |
| Participant deferral / active EE | $6,804 | $6,466+5.2% | $5,629+20.9% | $6,690+1.7% |
| Admin fee / account holder | $866 | $19,327-95.5% | $15,923-94.6% | $13,400-93.5% |