Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $189,973 | $110,337+72.2% | $102,383+85.6% | $145,877+30.2% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.51% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,830 | $4,216-32.9% | $3,870-26.9% | $4,663-39.3% |
| Participant deferral / active EE | $17,833 | $5,621+217.3% | $5,060+252.5% | $6,691+166.5% |
| Admin fee / account holder | $2,637 | $9,750-73.0% | $8,391-68.6% | $13,402-80.3% |