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 | $153,690 | $105,284+46.0% | $150,734+2.0% | $94,015+63.5% |
| Participation rate | 61.1% | 71.7%-10.6pp | 78.4%-17.3pp | 70.8%-9.7pp |
| Annual return | 14.39% | 15.67%-1.3pp | 600.81%-586.4pp | 17.84%-3.5pp |
| Employer contribution / active EE | $2,504 | $3,599-30.4% | $4,918-49.1% | $2,790-10.3% |
| Participant deferral / active EE | $5,018 | $4,274+17.4% | $5,610-10.5% | $4,249+18.1% |
| Admin fee / account holder | $21,529 | $9,839+118.8% | $14,905+44.4% | $8,951+140.5% |