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 | $219,769 | $114,119+92.6% | $107,187+105.0% | $138,895+58.2% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 13.79% | 273.21%-259.4pp | 204.55%-190.8pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,304 | $4,059-43.2% | $3,782-39.1% | $4,194-45.1% |
| Participant deferral / active EE | $5,607 | $5,538+1.2% | $5,096+10.0% | $6,396-12.3% |
| Admin fee / account holder | $4,576 | $10,024-54.3% | $9,162-50.1% | $12,562-63.6% |