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 | $132,811 | $117,895+12.7% | $102,460+29.6% | $145,897-9.0% |
| Participation rate | 64.7% | 78.6%-13.9pp | 76.5%-11.8pp | 80.3%-15.6pp |
| Annual return | 11.63% | 31.92%-20.3pp | 29.47%-17.8pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,087 | $5,736-28.8% | $5,056-19.2% | $6,689-38.9% |
| Admin fee / account holder | $3,357 | $13,353-74.9% | $9,460-64.5% | $13,390-74.9% |