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 | $177,212 | $174,379+1.6% | $152,093+16.5% | $138,895+27.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.58% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $15,476 | $4,652+232.7% | $4,175+270.7% | $4,194+269.0% |
| Participant deferral / active EE | $10,219 | $6,159+65.9% | $5,451+87.4% | $6,396+59.8% |
| Admin fee / account holder | $2,446 | $16,880-85.5% | $14,497-83.1% | $12,562-80.5% |