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 | $224,884 | $157,304+43.0% | $141,197+59.3% | $152,909+47.1% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 20.16% | 64.34%-44.2pp | 71.41%-51.2pp | 345.46%-325.3pp |
| Employer contribution / active EE | $8,692 | $5,263+65.2% | $4,736+83.5% | $4,764+82.5% |
| Participant deferral / active EE | $5,596 | $7,111-21.3% | $6,710-16.6% | $5,851-4.4% |
| Admin fee / account holder | $421 | $12,126-96.5% | $10,265-95.9% | $11,601-96.4% |