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 | $178,569 | $108,882+64.0% | $96,754+84.6% | $154,746+15.4% |
| Participation rate | 66.7% | 75.1%-8.4pp | 70.3%-3.6pp | 80.7%-14.0pp |
| Annual return | 15.13% | 98.39%-83.3pp | 82.04%-66.9pp | 172.34%-157.2pp |
| Employer contribution / active EE | $4,296 | $3,018+42.3% | $2,679+60.4% | $4,379-1.9% |
| Participant deferral / active EE | $11,941 | $5,323+124.3% | $4,758+151.0% | $6,730+77.4% |
| Admin fee / account holder | $8,129 | $10,200-20.3% | $8,905-8.7% | $14,365-43.4% |