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 | $175,707 | $135,956+29.2% | $123,894+41.8% | $273,972-35.9% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 8.28% | 56.63%-48.3pp | 47.52%-39.2pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,765 | $5,170-65.9% | $4,617-61.8% | $4,869-63.8% |
| Participant deferral / active EE | $6,445 | $6,343+1.6% | $5,984+7.7% | $5,287+21.9% |
| Admin fee / account holder | $2,460 | $9,817-74.9% | $8,357-70.6% | $10,133-75.7% |