Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $212,242 | $183,516+15.7% | $155,534+36.5% | $145,884+45.5% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 12.75% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $6,223 | $5,315+17.1% | $4,675+33.1% | $4,662+33.5% |
| Participant deferral / active EE | $7,934 | $6,467+22.7% | $5,630+40.9% | $6,690+18.6% |
| Admin fee / account holder | $399 | $19,293-97.9% | $15,900-97.5% | $13,392-97.0% |