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 | $198,634 | $117,444+69.1% | $99,479+99.7% | $152,909+29.9% |
| Participation rate | 68.2% | 77.5%-9.4pp | 73.8%-5.7pp | 82.5%-14.3pp |
| Annual return | 20.23% | 31.87%-11.6pp | 30.72%-10.5pp | 345.46%-325.2pp |
| Employer contribution / active EE | $2,471 | $3,014-18.0% | $2,540-2.7% | $4,764-48.1% |
| Participant deferral / active EE | $5,106 | $4,086+25.0% | $3,619+41.1% | $5,851-12.7% |
| Admin fee / account holder | $1,558 | $7,635-79.6% | $6,253-75.1% | $11,601-86.6% |