Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $197,455 | $212,386-7.0% | $199,883-1.2% | $138,895+42.2% |
| Participation rate | 58.3% | 87.4%-29.0pp | 86.8%-28.4pp | 79.9%-21.6pp |
| Annual return | 17.34% | 47.75%-30.4pp | 43.81%-26.5pp | 145.39%-128.1pp |
| Employer contribution / active EE | $6,287 | $6,625-5.1% | $6,261+0.4% | $4,194+49.9% |
| Participant deferral / active EE | $13,283 | $9,617+38.1% | $9,138+45.4% | $6,396+107.7% |
| Admin fee / account holder | $8,856 | $18,233-51.4% | $17,268-48.7% | $12,562-29.5% |