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 | $236,901 | $183,516+29.1% | $155,534+52.3% | $145,884+62.4% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 19.18% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.7pp |
| Employer contribution / active EE | $3,794 | $5,315-28.6% | $4,675-18.9% | $4,662-18.6% |
| Participant deferral / active EE | $9,509 | $6,467+47.0% | $5,630+68.9% | $6,690+42.1% |
| Admin fee / account holder | $5,189 | $19,293-73.1% | $15,900-67.4% | $13,392-61.2% |