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 | $218,639 | $134,817+62.2% | $123,973+76.4% | $155,188+40.9% |
| Participation rate | 61.5% | 79.4%-17.9pp | 76.7%-15.1pp | 80.8%-19.3pp |
| Annual return | 16.29% | 515.49%-499.2pp | 388.13%-371.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,227 | $4,425-72.3% | $4,126-70.3% | $4,248-71.1% |
| Participant deferral / active EE | $10,598 | $5,706+85.7% | $5,247+102.0% | $6,531+62.3% |
| Admin fee / account holder | $1,805 | $13,245-86.4% | $11,799-84.7% | $14,480-87.5% |