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 | $157,671 | $165,361-4.7% | $149,715+5.3% | $158,950-0.8% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 17.55% | 348.24%-330.7pp | 276.66%-259.1pp | 302.91%-285.4pp |
| Employer contribution / active EE | $1,442 | $5,103-71.8% | $4,645-69.0% | $4,762-69.7% |
| Participant deferral / active EE | $4,980 | $7,182-30.7% | $6,842-27.2% | $5,983-16.8% |
| Admin fee / account holder | $348 | $10,808-96.8% | $9,310-96.3% | $11,248-96.9% |