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 | $176,638 | $183,627-3.8% | $155,602+13.5% | $145,978+21.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.95% | 61.32%-50.4pp | 64.81%-53.9pp | 550.52%-539.6pp |
| Employer contribution / active EE | $1,962 | $5,316-63.1% | $4,675-58.0% | $4,662-57.9% |
| Participant deferral / active EE | $3,199 | $6,466-50.5% | $5,629-43.2% | $6,690-52.2% |
| Admin fee / account holder | $1,558 | $19,327-91.9% | $15,923-90.2% | $13,400-88.4% |