Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $172,425 | $77,814+121.6% | $158,223+9.0% | $86,983+98.2% |
| Participation rate | 65.7% | 68.4%-2.7pp | 79.2%-13.5pp | 69.5%-3.8pp |
| Annual return | 16.93% | 30.54%-13.6pp | 52.09%-35.2pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,518 | $2,592-2.9% | $4,109-38.7% | $2,584-2.6% |
| Participant deferral / active EE | $6,545 | $3,270+100.2% | $5,467+19.7% | $4,194+56.1% |
| Admin fee / account holder | $4,665 | $5,879-20.6% | $16,047-70.9% | $7,856-40.6% |