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 | $146,651 | $105,210+39.4% | $159,487-8.0% | $85,851+70.8% |
| Participation rate | 61.8% | 75.8%-14.0pp | 82.8%-21.1pp | 69.3%-7.6pp |
| Annual return | 12.71% | 45.08%-32.4pp | 263.71%-251.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $2,175 | $3,319-34.5% | $4,831-55.0% | $2,565-15.2% |
| Participant deferral / active EE | $8,218 | $5,946+38.2% | $7,354+11.8% | $3,952+107.9% |
| Admin fee / account holder | $9,445 | $6,934+36.2% | $10,804-12.6% | $6,261+50.8% |