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 | $134,817+17.6% | $123,973+27.9% | $155,188+2.2% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.7%-40.9pp | 80.8%-45.1pp |
| Annual return | 16.08% | 515.49%-499.4pp | 388.13%-372.0pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,979 | $4,425-55.3% | $4,126-52.0% | $4,248-53.4% |
| Participant deferral / active EE | $6,584 | $5,706+15.4% | $5,247+25.5% | $6,531+0.8% |
| Admin fee / account holder | $2,180 | $13,245-83.5% | $11,799-81.5% | $14,480-84.9% |