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 | $153,677 | $91,167+68.6% | $178,498-13.9% | $79,858+92.4% |
| Participation rate | 62.9% | 69.2%-6.3pp | 81.9%-19.1pp | 69.6%-6.8pp |
| Annual return | 34.24% | 24.19%+10.1pp | 151.09%-116.9pp | 31.72%+2.5pp |
| Employer contribution / active EE | $2,862 | $3,255-12.1% | $5,011-42.9% | $2,471+15.8% |
| Participant deferral / active EE | $5,305 | $3,236+63.9% | $5,202+2.0% | $3,740+41.8% |
| Admin fee / account holder | $394 | $6,747-94.2% | $13,985-97.2% | $5,306-92.6% |