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 | $233,544 | $172,111+35.7% | $150,298+55.4% | $137,256+70.2% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.83% | 69.37%-56.5pp | 62.79%-50.0pp | 220.34%-207.5pp |
| Employer contribution / active EE | $7,890 | $4,636+70.2% | $4,154+89.9% | $4,156+89.8% |
| Participant deferral / active EE | $10,520 | $6,166+70.6% | $5,453+92.9% | $6,407+64.2% |
| Admin fee / account holder | $2,717 | $16,471-83.5% | $14,116-80.8% | $12,270-77.9% |