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 | $204,209 | $114,119+78.9% | $107,187+90.5% | $138,895+47.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 19.02% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $2,722 | $4,059-32.9% | $3,782-28.0% | $4,194-35.1% |
| Participant deferral / active EE | $10,048 | $5,538+81.4% | $5,096+97.2% | $6,396+57.1% |
| Admin fee / account holder | $1,186 | $10,024-88.2% | $9,162-87.1% | $12,562-90.6% |