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 | $142,171 | $156,398-9.1% | $147,318-3.5% | $138,895+2.4% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 16.71% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,786 | $4,853-42.6% | $4,593-39.3% | $4,194-33.6% |
| Participant deferral / active EE | $15,318 | $8,237+86.0% | $7,906+93.7% | $6,396+139.5% |
| Admin fee / account holder | $1,592 | $14,976-89.4% | $13,708-88.4% | $12,562-87.3% |