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 | $134,316 | $166,089-19.1% | $164,928-18.6% | $145,978-8.0% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.6%-41.8pp | 80.3%-43.5pp |
| Annual return | 12.72% | 100.26%-87.5pp | 70.08%-57.4pp | 550.52%-537.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,128 | $6,961-55.1% | $6,034-48.2% | $6,690-53.2% |
| Admin fee / account holder | $928 | $16,641-94.4% | $12,684-92.7% | $13,400-93.1% |