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 | $155,638 | $97,125+60.2% | $86,233+80.5% | $137,256+13.4% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 17.22% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,501 | $2,841-12.0% | $2,504-0.1% | $4,156-39.8% |
| Participant deferral / active EE | $6,466 | $5,180+24.8% | $4,559+41.8% | $6,407+0.9% |
| Admin fee / account holder | $4,084 | $9,725-58.0% | $8,342-51.0% | $12,270-66.7% |