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 | $146,964 | $81,446+80.4% | $103,374+42.2% | $80,874+81.7% |
| Participation rate | 47.1% | 66.9%-19.8pp | 74.5%-27.5pp | 67.6%-20.6pp |
| Annual return | 56.70% | 25.57%+31.1pp | 24.89%+31.8pp | 35.62%+21.1pp |
| Employer contribution / active EE | $2,572 | $3,107-17.2% | $3,869-33.5% | $2,756-6.7% |
| Participant deferral / active EE | $6,645 | $3,870+71.7% | $5,058+31.4% | $4,297+54.6% |
| Admin fee / account holder | $1,735 | $6,715-74.2% | $8,394-79.3% | $6,935-75.0% |