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 | $155,605 | $165,399-5.9% | $149,745+3.9% | $158,982-2.1% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 13.84% | 348.34%-334.5pp | 276.72%-262.9pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,443 | $5,105-71.7% | $4,646-68.9% | $4,763-69.7% |
| Participant deferral / active EE | $4,536 | $7,183-36.8% | $6,843-33.7% | $5,983-24.2% |
| Admin fee / account holder | $384 | $10,811-96.4% | $9,312-95.9% | $11,252-96.6% |