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 | $204,630 | $165,381+23.7% | $149,730+36.7% | $158,966+28.7% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 18.94% | 348.29%-329.4pp | 276.70%-257.8pp | 302.95%-284.0pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,391 | $7,182+16.8% | $6,843+22.6% | $5,983+40.2% |
| Admin fee / account holder | $356 | $10,809-96.7% | $9,310-96.2% | $11,250-96.8% |