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 | $195,655 | $178,174+9.8% | $156,181+25.3% | $137,256+42.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 15.37% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,155 | $4,972-56.7% | $4,294-49.8% | $4,156-48.2% |
| Participant deferral / active EE | $3,687 | $6,888-46.5% | $6,132-39.9% | $6,407-42.5% |
| Admin fee / account holder | $15,698 | $17,404-9.8% | $14,586+7.6% | $12,270+27.9% |