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 | $217,815 | $154,228+41.2% | $145,433+49.8% | $137,256+58.7% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,201 | $4,804-12.5% | $4,554-7.8% | $4,156+1.1% |
| Participant deferral / active EE | $11,448 | $8,216+39.3% | $7,897+45.0% | $6,407+78.7% |
| Admin fee / account holder | $4,851 | $14,344-66.2% | $13,129-63.1% | $12,270-60.5% |