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 | $104,589 | $202,463-48.3% | $169,397-38.3% | $139,487-25.0% |
| Participation rate | 42.1% | 81.1%-39.0pp | 77.2%-35.1pp | 80.3%-38.2pp |
| Annual return | 19.23% | 532.64%-513.4pp | 406.23%-387.0pp | 373.84%-354.6pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,305 | $6,941-66.8% | $6,223-63.0% | $6,713-65.7% |
| Admin fee / account holder | $560 | $10,726-94.8% | $9,017-93.8% | $11,407-95.1% |