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 | $180,201 | $155,555+15.8% | $146,866+22.7% | $155,188+16.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 14.47% | 115.41%-100.9pp | 102.85%-88.4pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,555 | $4,647-23.5% | $4,425-19.6% | $4,248-16.3% |
| Participant deferral / active EE | $9,208 | $8,044+14.5% | $7,759+18.7% | $6,531+41.0% |
| Admin fee / account holder | $2,252 | $14,755-84.7% | $13,620-83.5% | $14,480-84.4% |