Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $165,230 | $227,399-27.3% | $189,758-12.9% | $198,609-16.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 14.81% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $3,113 | $5,526-43.7% | $4,767-34.7% | $5,055-38.4% |
| Participant deferral / active EE | $16,017 | $6,837+134.3% | $5,856+173.5% | $6,977+129.6% |
| Admin fee / account holder | $2,661 | $25,162-89.4% | $20,388-86.9% | $19,030-86.0% |