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 | $95,338 | $166,268-42.7% | $165,100-42.3% | $145,897-34.7% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.35% | 100.52%-87.2pp | 70.21%-56.9pp | 552.29%-538.9pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,426 | $6,964-7.7% | $6,035+6.5% | $6,689-3.9% |
| Admin fee / account holder | $11,200 | $16,659-32.8% | $12,696-11.8% | $13,390-16.4% |