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 | $160,027 | $114,119+40.2% | $107,187+49.3% | $138,895+15.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 55.67% | 273.21%-217.5pp | 204.55%-148.9pp | 145.39%-89.7pp |
| Employer contribution / active EE | $2,763 | $4,059-31.9% | $3,782-26.9% | $4,194-34.1% |
| Participant deferral / active EE | $6,105 | $5,538+10.2% | $5,096+19.8% | $6,396-4.6% |
| Admin fee / account holder | $50,146 | $10,024+400.3% | $9,162+447.3% | $12,562+299.2% |