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 | $224,266 | $227,399-1.4% | $189,758+18.2% | $198,609+12.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 79.8%-18.3pp | 82.4%-20.8pp |
| Annual return | 12.56% | 61.03%-48.5pp | 52.62%-40.1pp | 202.70%-190.1pp |
| Employer contribution / active EE | $1,640 | $5,526-70.3% | $4,767-65.6% | $5,055-67.6% |
| Participant deferral / active EE | $5,337 | $6,837-21.9% | $5,856-8.9% | $6,977-23.5% |
| Admin fee / account holder | $919 | $25,162-96.3% | $20,388-95.5% | $19,030-95.2% |