Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $101,725 | $102,422-0.7% | $147,117-30.9% | $80,959+25.7% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 13.26% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,467 | $6,652-17.8% | $8,065-32.2% | $4,300+27.1% |
| Admin fee / account holder | $882 | $7,953-88.9% | $12,993-93.2% | $6,925-87.3% |