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 | $113,065 | $184,014-38.6% | $161,149-29.8% | $138,895-18.6% |
| Participation rate | 44.4% | 82.1%-37.6pp | 78.8%-34.4pp | 79.9%-35.5pp |
| Annual return | 15.16% | 21.52%-6.4pp | 21.16%-6.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,066 | $6,909-41.2% | $6,153-33.9% | $6,396-36.4% |
| Admin fee / account holder | $4,974 | $18,027-72.4% | $15,194-67.3% | $12,562-60.4% |