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 | $154,313 | $110,337+39.9% | $102,383+50.7% | $145,877+5.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.20% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,388 | $4,216-19.6% | $3,870-12.5% | $4,663-27.4% |
| Participant deferral / active EE | $5,763 | $5,621+2.5% | $5,060+13.9% | $6,691-13.9% |
| Admin fee / account holder | $2,539 | $9,750-74.0% | $8,391-69.7% | $13,402-81.1% |