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 | $248,504 | $172,111+44.4% | $150,298+65.3% | $137,256+81.1% |
| Participation rate | 52.9% | 81.7%-28.8pp | 77.8%-24.8pp | 80.0%-27.0pp |
| Annual return | 16.20% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,493 | $4,636-46.2% | $4,154-40.0% | $4,156-40.0% |
| Participant deferral / active EE | $6,498 | $6,166+5.4% | $5,453+19.2% | $6,407+1.4% |
| Admin fee / account holder | $10,526 | $16,471-36.1% | $14,116-25.4% | $12,270-14.2% |