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 | $208,656 | $114,119+82.8% | $107,187+94.7% | $138,895+50.2% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 12.76% | 273.21%-260.4pp | 204.55%-191.8pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,084 | $4,059-73.3% | $3,782-71.3% | $4,194-74.2% |
| Participant deferral / active EE | $4,596 | $5,538-17.0% | $5,096-9.8% | $6,396-28.2% |
| Admin fee / account holder | $1,303 | $10,024-87.0% | $9,162-85.8% | $12,562-89.6% |