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 | $163,885 | $227,399-27.9% | $189,758-13.6% | $198,609-17.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 6.26% | 61.03%-54.8pp | 52.62%-46.4pp | 202.70%-196.4pp |
| Employer contribution / active EE | $9,626 | $5,526+74.2% | $4,767+101.9% | $5,055+90.4% |
| Participant deferral / active EE | $4,169 | $6,837-39.0% | $5,856-28.8% | $6,977-40.2% |
| Admin fee / account holder | $2,766 | $25,162-89.0% | $20,388-86.4% | $19,030-85.5% |