Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $168,826 | $114,119+47.9% | $107,187+57.5% | $138,895+21.5% |
| Participation rate | 52.2% | 78.1%-25.9pp | 75.0%-22.8pp | 79.9%-27.7pp |
| Annual return | 17.45% | 273.21%-255.8pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,956 | $4,059-27.2% | $3,782-21.9% | $4,194-29.5% |
| Participant deferral / active EE | $7,010 | $5,538+26.6% | $5,096+37.6% | $6,396+9.6% |
| Admin fee / account holder | $3,370 | $10,024-66.4% | $9,162-63.2% | $12,562-73.2% |