Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $158,556 | $114,119+38.9% | $107,187+47.9% | $138,895+14.2% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 79.9%-44.2pp |
| Annual return | 16.08% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,979 | $4,059-51.2% | $3,782-47.7% | $4,194-52.8% |
| Participant deferral / active EE | $6,584 | $5,538+18.9% | $5,096+29.2% | $6,396+2.9% |
| Admin fee / account holder | $2,180 | $10,024-78.2% | $9,162-76.2% | $12,562-82.6% |