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 | $154,874 | $70,684+119.1% | $169,397-8.6% | $75,177+106.0% |
| Participation rate | 51.3% | 64.8%-13.5pp | 77.2%-25.9pp | 67.2%-15.9pp |
| Annual return | 18.29% | 36.38%-18.1pp | 406.23%-387.9pp | 160.75%-142.5pp |
| Employer contribution / active EE | $2,972 | $2,211+34.4% | $4,013-25.9% | $2,671+11.3% |
| Participant deferral / active EE | $5,792 | $4,310+34.4% | $6,223-6.9% | $4,126+40.4% |
| Admin fee / account holder | $13,250 | $5,404+145.2% | $9,017+46.9% | $5,651+134.5% |