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 | $150,405 | $114,119+31.8% | $107,187+40.3% | $138,895+8.3% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 18.50% | 273.21%-254.7pp | 204.55%-186.0pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,384 | $4,059-65.9% | $3,782-63.4% | $4,194-67.0% |
| Participant deferral / active EE | $4,659 | $5,538-15.9% | $5,096-8.6% | $6,396-27.2% |
| Admin fee / account holder | $1,217 | $10,024-87.9% | $9,162-86.7% | $12,562-90.3% |