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 | $104,568 | $102,422+2.1% | $147,117-28.9% | $80,959+29.2% |
| Participation rate | 38.2% | 75.9%-37.6pp | 82.2%-43.9pp | 67.7%-29.4pp |
| Annual return | 15.86% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,110 | $6,652+21.9% | $8,065+0.6% | $4,300+88.6% |
| Admin fee / account holder | $6,150 | $7,953-22.7% | $12,993-52.7% | $6,925-11.2% |