Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $190,977 | $114,119+67.3% | $107,187+78.2% | $138,895+37.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 21.56% | 273.21%-251.6pp | 204.55%-183.0pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,766 | $4,059-7.2% | $3,782-0.4% | $4,194-10.2% |
| Participant deferral / active EE | $8,785 | $5,538+58.6% | $5,096+72.4% | $6,396+37.3% |
| Admin fee / account holder | $771 | $10,024-92.3% | $9,162-91.6% | $12,562-93.9% |