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 | $185,876 | $209,336-11.2% | $197,124-5.7% | $137,256+35.4% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.02% | 48.09%-31.1pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $2,574 | $6,591-60.9% | $6,227-58.7% | $4,156-38.1% |
| Participant deferral / active EE | $12,403 | $9,614+29.0% | $9,135+35.8% | $6,407+93.6% |
| Admin fee / account holder | $7,619 | $17,308-56.0% | $16,298-53.3% | $12,270-37.9% |