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 | $218,245 | $165,381+32.0% | $149,730+45.8% | $158,966+37.3% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 13.23% | 348.29%-335.1pp | 276.70%-263.5pp | 302.95%-289.7pp |
| Employer contribution / active EE | $5,672 | $5,104+11.1% | $4,645+22.1% | $4,762+19.1% |
| Participant deferral / active EE | $6,612 | $7,182-7.9% | $6,843-3.4% | $5,983+10.5% |
| Admin fee / account holder | $5,335 | $10,809-50.6% | $9,310-42.7% | $11,250-52.6% |