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 | $144,911 | $172,111-15.8% | $150,298-3.6% | $137,256+5.6% |
| Participation rate | 42.1% | 81.7%-39.6pp | 77.8%-35.7pp | 80.0%-37.9pp |
| Annual return | 13.66% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,048 | $6,166-18.1% | $5,453-7.4% | $6,407-21.2% |
| Admin fee / account holder | $1,913 | $16,471-88.4% | $14,116-86.4% | $12,270-84.4% |