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 | $219,044 | $117,846+85.9% | $102,434+113.8% | $145,884+50.1% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 16.73% | 31.90%-15.2pp | 29.46%-12.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,749 | $3,615+3.7% | $3,023+24.0% | $4,662-19.6% |
| Participant deferral / active EE | $7,746 | $5,733+35.1% | $5,055+53.2% | $6,690+15.8% |
| Admin fee / account holder | $388 | $13,356-97.1% | $9,462-95.9% | $13,392-97.1% |