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 | $191,434 | $157,296+21.7% | $141,191+35.6% | $152,897+25.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.64% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $2,023 | $5,262-61.6% | $4,736-57.3% | $4,764-57.5% |
| Participant deferral / active EE | $5,036 | $7,111-29.2% | $6,710-24.9% | $5,851-13.9% |
| Admin fee / account holder | $360 | $12,125-97.0% | $10,264-96.5% | $11,599-96.9% |