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 | $167,317 | $212,386-21.2% | $199,883-16.3% | $138,895+20.5% |
| Participation rate | 54.5% | 87.4%-32.8pp | 86.8%-32.2pp | 79.9%-25.4pp |
| Annual return | 32.61% | 47.75%-15.1pp | 43.81%-11.2pp | 145.39%-112.8pp |
| Employer contribution / active EE | $2,122 | $6,625-68.0% | $6,261-66.1% | $4,194-49.4% |
| Participant deferral / active EE | $9,148 | $9,617-4.9% | $9,138+0.1% | $6,396+43.0% |
| Admin fee / account holder | $5,663 | $18,233-68.9% | $17,268-67.2% | $12,562-54.9% |