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 | $207,988 | $212,386-2.1% | $199,883+4.1% | $138,895+49.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 18.02% | 47.75%-29.7pp | 43.81%-25.8pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,526 | $6,625-61.9% | $6,261-59.7% | $4,194-39.8% |
| Participant deferral / active EE | $7,686 | $9,617-20.1% | $9,138-15.9% | $6,396+20.2% |
| Admin fee / account holder | $2,283 | $18,233-87.5% | $17,268-86.8% | $12,562-81.8% |