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 | $157,950 | $134,817+17.2% | $123,973+27.4% | $155,188+1.8% |
| Participation rate | 57.9% | 79.4%-21.5pp | 76.7%-18.8pp | 80.8%-22.9pp |
| Annual return | 11.00% | 515.49%-504.5pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,707 | $4,425-38.8% | $4,126-34.4% | $4,248-36.3% |
| Participant deferral / active EE | $5,210 | $5,706-8.7% | $5,247-0.7% | $6,531-20.2% |
| Admin fee / account holder | $1,282 | $13,245-90.3% | $11,799-89.1% | $14,480-91.1% |