Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $193,063 | $67,606+185.6% | $82,313+134.5% | $70,131+175.3% |
| Participation rate | 67.9% | 72.8%-4.9pp | 76.9%-9.0pp | 69.5%-1.7pp |
| Annual return | 40.08% | 21.57%+18.5pp | 25.88%+14.2pp | 73.14%-33.1pp |
| Employer contribution / active EE | $3,416 | $1,755+94.7% | $2,428+40.7% | $2,342+45.8% |
| Participant deferral / active EE | $6,960 | $2,987+133.0% | $3,706+87.8% | $3,332+108.9% |
| Admin fee / account holder | $518 | $4,512-88.5% | $5,608-90.8% | $4,645-88.9% |