Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $160,651 | $89,259+80.0% | $107,187+49.9% | $82,637+94.4% |
| Participation rate | 58.6% | 67.9%-9.3pp | 75.0%-16.4pp | 68.1%-9.4pp |
| Annual return | 18.75% | 21.02%-2.3pp | 204.55%-185.8pp | 53.51%-34.8pp |
| Employer contribution / active EE | $2,223 | $3,080-27.8% | $3,782-41.2% | $2,552-12.9% |
| Participant deferral / active EE | $4,986 | $4,037+23.5% | $5,096-2.2% | $4,126+20.8% |
| Admin fee / account holder | $1,196 | $7,381-83.8% | $9,162-86.9% | $7,339-83.7% |