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 | $189,181 | $172,111+9.9% | $150,298+25.9% | $137,256+37.8% |
| Participation rate | 47.4% | 81.7%-34.3pp | 77.8%-30.4pp | 80.0%-32.6pp |
| Annual return | 15.62% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,338 | $4,636-71.1% | $4,154-67.8% | $4,156-67.8% |
| Participant deferral / active EE | $6,161 | $6,166-0.1% | $5,453+13.0% | $6,407-3.8% |
| Admin fee / account holder | $1,401 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |