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 | $182,588 | $172,111+6.1% | $150,298+21.5% | $137,256+33.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 19.05% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,972 | $4,636-57.5% | $4,154-52.5% | $4,156-52.6% |
| Participant deferral / active EE | $6,219 | $6,166+0.9% | $5,453+14.0% | $6,407-2.9% |
| Admin fee / account holder | $1,162 | $16,471-92.9% | $14,116-91.8% | $12,270-90.5% |