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 | $149,931 | $154,228-2.8% | $145,433+3.1% | $137,256+9.2% |
| Participation rate | 26.1% | 83.8%-57.7pp | 82.1%-56.0pp | 80.0%-53.9pp |
| Annual return | 15.79% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,156 | $8,216-61.6% | $7,897-60.0% | $6,407-50.7% |
| Admin fee / account holder | $4,625 | $14,344-67.8% | $13,129-64.8% | $12,270-62.3% |