Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $170,439 | $99,053+72.1% | $88,179+93.3% | $138,895+22.7% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.1%-12.0pp | 79.9%-22.8pp |
| Annual return | 18.75% | 78.17%-59.4pp | 64.97%-46.2pp | 145.39%-126.6pp |
| Employer contribution / active EE | $5,314 | $2,882+84.4% | $2,549+108.4% | $4,194+26.7% |
| Participant deferral / active EE | $6,997 | $5,225+33.9% | $4,614+51.7% | $6,396+9.4% |
| Admin fee / account holder | $3,283 | $8,748-62.5% | $7,673-57.2% | $12,562-73.9% |