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 | $172,164 | $156,398+10.1% | $147,318+16.9% | $138,895+24.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 14.22% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,866 | $4,853-41.0% | $4,593-37.6% | $4,194-31.7% |
| Participant deferral / active EE | $6,881 | $8,237-16.5% | $7,906-13.0% | $6,396+7.6% |
| Admin fee / account holder | $1,358 | $14,976-90.9% | $13,708-90.1% | $12,562-89.2% |