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 | $222,997 | $185,312+20.3% | $161,489+38.1% | $154,746+44.1% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.99% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.3pp |
| Employer contribution / active EE | $2,038 | $4,769-57.3% | $4,268-52.3% | $4,379-53.5% |
| Participant deferral / active EE | $7,288 | $6,350+14.8% | $5,630+29.5% | $6,730+8.3% |
| Admin fee / account holder | $8,351 | $18,654-55.2% | $16,006-47.8% | $14,365-41.9% |