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 | $158,285 | $137,414+15.2% | $189,545-16.5% | $85,851+84.4% |
| Participation rate | 69.0% | 84.6%-15.6pp | 87.8%-18.8pp | 69.3%-0.4pp |
| Annual return | 16.72% | 38.14%-21.4pp | 555.36%-538.6pp | 318.63%-301.9pp |
| Employer contribution / active EE | $3,536 | $4,344-18.6% | $6,162-42.6% | $2,565+37.8% |
| Participant deferral / active EE | $6,683 | $6,260+6.8% | $8,220-18.7% | $3,952+69.1% |
| Admin fee / account holder | $3,570 | $8,630-58.6% | $12,049-70.4% | $6,261-43.0% |