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 | $143,822 | $124,336+15.7% | $111,303+29.2% | $167,518-14.1% |
| Participation rate | 53.8% | 79.6%-25.8pp | 77.3%-23.5pp | 82.1%-28.3pp |
| Annual return | 14.90% | 37.45%-22.6pp | 54.66%-39.8pp | 478.71%-463.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,777 | $5,181+11.5% | $4,487+28.7% | $6,342-8.9% |
| Admin fee / account holder | $1,046 | $10,623-90.1% | $7,966-86.9% | $12,312-91.5% |