Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $181,258 | $154,228+17.5% | $145,433+24.6% | $137,256+32.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,200 | $4,804-75.0% | $4,554-73.7% | $4,156-71.1% |
| Participant deferral / active EE | $11,505 | $8,216+40.0% | $7,897+45.7% | $6,407+79.6% |
| Admin fee / account holder | $855 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |