Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $177,447 | $154,228+15.1% | $145,433+22.0% | $137,256+29.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 25.60% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,524 | $4,804-68.3% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $7,059 | $8,216-14.1% | $7,897-10.6% | $6,407+10.2% |
| Admin fee / account holder | $2,160 | $14,344-84.9% | $13,129-83.6% | $12,270-82.4% |