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 | $172,499 | $183,592-6.0% | $155,567+10.9% | $145,959+18.2% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.0pp | 80.3%-26.1pp |
| Annual return | 13.25% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,527 | $6,464-30.0% | $5,628-19.6% | $6,689-32.3% |
| Admin fee / account holder | $8,160 | $19,318-57.8% | $15,916-48.7% | $13,398-39.1% |