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 | $120,322 | $124,351-3.2% | $109,188+10.2% | $167,553-28.2% |
| Participation rate | 68.2% | 79.4%-11.3pp | 75.9%-7.7pp | 82.1%-13.9pp |
| Annual return | 15.94% | 26.04%-10.1pp | 25.76%-9.8pp | 478.89%-463.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,690 | $5,257-48.8% | $4,654-42.2% | $6,343-57.6% |
| Admin fee / account holder | $2,190 | $7,975-72.5% | $6,755-67.6% | $12,316-82.2% |