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 | $161,755 | $110,379+46.5% | $102,412+57.9% | $145,884+10.9% |
| Participation rate | 64.3% | 77.9%-13.6pp | 74.5%-10.2pp | 80.3%-16.0pp |
| Annual return | 12.30% | 24.84%-12.5pp | 24.94%-12.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,755 | $5,622-51.0% | $5,060-45.5% | $6,690-58.8% |
| Admin fee / account holder | $652 | $9,745-93.3% | $8,388-92.2% | $13,392-95.1% |