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 | $212,980 | $223,823-4.8% | $211,142+0.9% | $154,746+37.6% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 11.46% | 50.39%-38.9pp | 46.84%-35.4pp | 172.34%-160.9pp |
| Employer contribution / active EE | $11,614 | $6,787+71.1% | $6,442+80.3% | $4,379+165.2% |
| Participant deferral / active EE | $5,830 | $9,750-40.2% | $9,284-37.2% | $6,730-13.4% |
| Admin fee / account holder | $1,706 | $19,707-91.3% | $19,076-91.1% | $14,365-88.1% |