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 | $239,359 | $183,627+30.4% | $155,602+53.8% | $145,978+64.0% |
| Participation rate | 54.5% | 82.7%-28.1pp | 78.2%-23.7pp | 80.3%-25.7pp |
| Annual return | 11.68% | 61.32%-49.6pp | 64.81%-53.1pp | 550.52%-538.8pp |
| Employer contribution / active EE | $2,489 | $5,316-53.2% | $4,675-46.8% | $4,662-46.6% |
| Participant deferral / active EE | $5,534 | $6,466-14.4% | $5,629-1.7% | $6,690-17.3% |
| Admin fee / account holder | $5,647 | $19,327-70.8% | $15,923-64.5% | $13,400-57.9% |