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 | $219,184 | $174,379+25.7% | $152,093+44.1% | $138,895+57.8% |
| Participation rate | 30.8% | 81.6%-50.9pp | 77.8%-47.0pp | 79.9%-49.1pp |
| Annual return | 18.05% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,571 | $4,652-66.2% | $4,175-62.4% | $4,194-62.5% |
| Participant deferral / active EE | $5,497 | $6,159-10.8% | $5,451+0.8% | $6,396-14.1% |
| Admin fee / account holder | $8,660 | $16,880-48.7% | $14,497-40.3% | $12,562-31.1% |