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 | $173,968 | $156,398+11.2% | $147,318+18.1% | $138,895+25.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.50% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,455 | $4,853-70.0% | $4,593-68.3% | $4,194-65.3% |
| Participant deferral / active EE | $4,720 | $8,237-42.7% | $7,906-40.3% | $6,396-26.2% |
| Admin fee / account holder | $341 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |