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 | $169,593 | $118,875+42.7% | $96,572+75.6% | $167,553+1.2% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 19.98% | 50.50%-30.5pp | 37.79%-17.8pp | 478.89%-458.9pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,226 | $4,617-30.1% | $3,850-16.2% | $6,343-49.1% |
| Admin fee / account holder | $17,225 | $8,070+113.5% | $6,183+178.6% | $12,316+39.9% |