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 | $196,875 | $162,136+21.4% | $152,301+29.3% | $154,746+27.2% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 14.63% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,132 | $4,890-56.4% | $4,624-53.9% | $4,379-51.3% |
| Participant deferral / active EE | $6,415 | $8,341-23.1% | $8,004-19.8% | $6,730-4.7% |
| Admin fee / account holder | $28,328 | $15,759+79.8% | $14,398+96.8% | $14,365+97.2% |