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 | $179,806 | $172,111+4.5% | $150,298+19.6% | $137,256+31.0% |
| Participation rate | 30.0% | 81.7%-51.7pp | 77.8%-47.8pp | 80.0%-50.0pp |
| Annual return | 17.15% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,194 | $4,636-31.1% | $4,154-23.1% | $4,156-23.1% |
| Participant deferral / active EE | $5,147 | $6,166-16.5% | $5,453-5.6% | $6,407-19.7% |
| Admin fee / account holder | $7,658 | $16,471-53.5% | $14,116-45.7% | $12,270-37.6% |