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 | $192,325 | $178,174+7.9% | $156,181+23.1% | $137,256+40.1% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.8%-21.7pp | 80.0%-22.8pp |
| Annual return | 16.06% | 84.19%-68.1pp | 64.87%-48.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,702 | $4,972-65.8% | $4,294-60.4% | $4,156-59.0% |
| Participant deferral / active EE | $7,956 | $6,888+15.5% | $6,132+29.7% | $6,407+24.2% |
| Admin fee / account holder | $837 | $17,404-95.2% | $14,586-94.3% | $12,270-93.2% |