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 | $151,240 | $157,270-3.8% | $141,173+7.1% | $152,870-1.1% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.4%-17.2pp |
| Annual return | 20.86% | 64.33%-43.5pp | 71.40%-50.5pp | 345.34%-324.5pp |
| Employer contribution / active EE | $2,996 | $5,261-43.1% | $4,735-36.7% | $4,763-37.1% |
| Participant deferral / active EE | $8,533 | $7,110+20.0% | $6,710+27.2% | $5,850+45.9% |
| Admin fee / account holder | $4,401 | $12,121-63.7% | $10,262-57.1% | $11,597-62.1% |