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 | $120,216 | $101,618+18.3% | $93,063+29.2% | $137,256-12.4% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 19.82% | 223.95%-204.1pp | 34.15%-14.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,066 | $4,279-51.7% | $3,958-47.8% | $6,407-67.8% |
| Admin fee / account holder | $4,030 | $6,198-35.0% | $6,033-33.2% | $12,270-67.2% |