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 | $192,269 | $172,111+11.7% | $150,298+27.9% | $137,256+40.1% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 16.08% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,574 | $4,636-66.1% | $4,154-62.1% | $4,156-62.1% |
| Participant deferral / active EE | $8,500 | $6,166+37.9% | $5,453+55.9% | $6,407+32.7% |
| Admin fee / account holder | $3,978 | $16,471-75.8% | $14,116-71.8% | $12,270-67.6% |