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 | $160,466 | $111,535+43.9% | $105,223+52.5% | $137,256+16.9% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 17.59% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,495 | $3,939-36.7% | $3,689-32.3% | $4,156-40.0% |
| Participant deferral / active EE | $6,439 | $5,500+17.1% | $5,072+27.0% | $6,407+0.5% |
| Admin fee / account holder | $1,040 | $9,721-89.3% | $8,859-88.3% | $12,270-91.5% |