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 | $187,176 | $174,379+7.3% | $152,093+23.1% | $138,895+34.8% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 12.46% | 74.86%-62.4pp | 66.36%-53.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,112 | $4,652-54.6% | $4,175-49.4% | $4,194-49.6% |
| Participant deferral / active EE | $9,433 | $6,159+53.2% | $5,451+73.0% | $6,396+47.5% |
| Admin fee / account holder | $11,587 | $16,880-31.4% | $14,497-20.1% | $12,562-7.8% |