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 | $185,388 | $157,276+17.9% | $141,177+31.3% | $152,885+21.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 16.06% | 64.33%-48.3pp | 71.40%-55.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $9,727 | $5,262+84.9% | $4,736+105.4% | $4,763+104.2% |
| Participant deferral / active EE | $2,387 | $7,110-66.4% | $6,710-64.4% | $5,851-59.2% |
| Admin fee / account holder | $1,260 | $12,123-89.6% | $10,263-87.7% | $11,598-89.1% |