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 | $147,121 | $114,119+28.9% | $107,187+37.3% | $138,895+5.9% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 79.9%-14.9pp |
| Annual return | 14.98% | 273.21%-258.2pp | 204.55%-189.6pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,873 | $4,059-53.9% | $3,782-50.5% | $4,194-55.3% |
| Participant deferral / active EE | $5,696 | $5,538+2.9% | $5,096+11.8% | $6,396-11.0% |
| Admin fee / account holder | $6,360 | $10,024-36.5% | $9,162-30.6% | $12,562-49.4% |