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 | $89,378 | $156,398-42.9% | $147,318-39.3% | $138,895-35.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 12.81% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,847 | $8,237-41.2% | $7,906-38.7% | $6,396-24.2% |
| Admin fee / account holder | $14,172 | $14,976-5.4% | $13,708+3.4% | $12,562+12.8% |