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 | $148,704 | $78,690+89.0% | $161,489-7.9% | $87,485+70.0% |
| Participation rate | 42.2% | 67.5%-25.2pp | 78.7%-36.5pp | 68.9%-26.7pp |
| Annual return | 13.57% | 32.74%-19.2pp | 89.72%-76.2pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,616 | $3,311+39.4% | $5,630-18.0% | $4,274+8.0% |
| Admin fee / account holder | $2,172 | $6,724-67.7% | $16,006-86.4% | $7,775-72.1% |