Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $163,770 | $100,970+62.2% | $96,576+69.6% | $137,256+19.3% |
| Participation rate | 18.2% | 82.6%-64.4pp | 81.4%-63.3pp | 80.0%-61.8pp |
| Annual return | 29.07% | 38.16%-9.1pp | 38.47%-9.4pp | 220.34%-191.3pp |
| Employer contribution / active EE | $8,121 | $3,809+113.2% | $3,553+128.6% | $4,156+95.4% |
| Participant deferral / active EE | $4,273 | $8,286-48.4% | $7,956-46.3% | $6,407-33.3% |
| Admin fee / account holder | $599 | $11,312-94.7% | $11,381-94.7% | $12,270-95.1% |