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 | $186,483 | $156,398+19.2% | $147,318+26.6% | $138,895+34.3% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 18.18% | 78.75%-60.6pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $1,654 | $4,853-65.9% | $4,593-64.0% | $4,194-60.6% |
| Participant deferral / active EE | $6,152 | $8,237-25.3% | $7,906-22.2% | $6,396-3.8% |
| Admin fee / account holder | $10,389 | $14,976-30.6% | $13,708-24.2% | $12,562-17.3% |