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 | $114,486 | $227,566-49.7% | $189,558-39.6% | $167,518-31.7% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.5%-31.4pp | 82.1%-35.1pp |
| Annual return | 14.95% | 78.43%-63.5pp | 64.19%-49.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,641 | $7,002-62.3% | $6,174-57.2% | $6,342-58.4% |
| Admin fee / account holder | $739 | $11,881-93.8% | $9,809-92.5% | $12,312-94.0% |