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 | $239,134 | $139,948+70.9% | $121,663+96.6% | $154,746+54.5% |
| Participation rate | 64.7% | 78.0%-13.3pp | 74.5%-9.8pp | 80.7%-16.0pp |
| Annual return | 16.44% | 230.52%-214.1pp | 147.54%-131.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,927 | $5,629-48.0% | $4,887-40.1% | $6,730-56.5% |
| Admin fee / account holder | $4,880 | $17,321-71.8% | $14,289-65.8% | $14,365-66.0% |