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 | $202,180 | $142,354+42.0% | $125,529+61.1% | $155,188+30.3% |
| Participation rate | 35.7% | 78.1%-42.4pp | 74.7%-39.0pp | 80.8%-45.1pp |
| Annual return | 15.19% | 306.06%-290.9pp | 202.56%-187.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,087 | $3,501-69.0% | $3,058-64.5% | $4,248-74.4% |
| Participant deferral / active EE | $6,314 | $5,491+15.0% | $4,813+31.2% | $6,531-3.3% |
| Admin fee / account holder | $1,090 | $19,392-94.4% | $16,298-93.3% | $14,480-92.5% |