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 | $181,761 | $178,174+2.0% | $156,181+16.4% | $137,256+32.4% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 17.68% | 84.19%-66.5pp | 64.87%-47.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $4,577 | $4,972-7.9% | $4,294+6.6% | $4,156+10.1% |
| Participant deferral / active EE | $10,361 | $6,888+50.4% | $6,132+69.0% | $6,407+61.7% |
| Admin fee / account holder | $340 | $17,404-98.0% | $14,586-97.7% | $12,270-97.2% |