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 | $210,610 | $183,627+14.7% | $155,602+35.4% | $145,978+44.3% |
| Participation rate | 63.2% | 82.7%-19.5pp | 78.2%-15.0pp | 80.3%-17.1pp |
| Annual return | 14.23% | 61.32%-47.1pp | 64.81%-50.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $2,557 | $5,316-51.9% | $4,675-45.3% | $4,662-45.2% |
| Participant deferral / active EE | $7,330 | $6,466+13.4% | $5,629+30.2% | $6,690+9.6% |
| Admin fee / account holder | $4,857 | $19,327-74.9% | $15,923-69.5% | $13,400-63.8% |