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 | $184,829 | $183,592+0.7% | $155,574+18.8% | $145,877+26.7% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.57% | 61.37%-43.8pp | 64.87%-47.3pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,545 | $5,317-52.1% | $4,676-45.6% | $4,663-45.4% |
| Participant deferral / active EE | $9,406 | $6,466+45.5% | $5,629+67.1% | $6,691+40.6% |
| Admin fee / account holder | $2,948 | $19,316-84.7% | $15,914-81.5% | $13,402-78.0% |