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 | $157,349 | $185,312-15.1% | $161,489-2.6% | $154,746+1.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 16.49% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,043 | $4,769-36.2% | $4,268-28.7% | $4,379-30.5% |
| Participant deferral / active EE | $10,897 | $6,350+71.6% | $5,630+93.6% | $6,730+61.9% |
| Admin fee / account holder | $37,412 | $18,654+100.5% | $16,006+133.7% | $14,365+160.4% |