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 | $147,430 | $196,972-25.2% | $182,262-19.1% | $198,609-25.8% |
| Participation rate | 54.5% | 85.7%-31.2pp | 84.2%-29.7pp | 82.4%-27.8pp |
| Annual return | 12.12% | 158.27%-146.2pp | 140.60%-128.5pp | 202.70%-190.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $8,601 | $8,643-0.5% | $8,276+3.9% | $6,977+23.3% |
| Admin fee / account holder | $1,759 | $18,429-90.5% | $16,712-89.5% | $19,030-90.8% |