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 | $224,752 | $172,111+30.6% | $150,298+49.5% | $137,256+63.7% |
| Participation rate | 36.4% | 81.7%-45.4pp | 77.8%-41.4pp | 80.0%-43.6pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,060 | $4,636-55.6% | $4,154-50.4% | $4,156-50.4% |
| Participant deferral / active EE | $5,581 | $6,166-9.5% | $5,453+2.4% | $6,407-12.9% |
| Admin fee / account holder | $20,844 | $16,471+26.6% | $14,116+47.7% | $12,270+69.9% |