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 | $131,581 | $125,190+5.1% | $105,624+24.6% | $145,897-9.8% |
| Participation rate | 35.3% | 77.6%-42.3pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 10.52% | 225.22%-214.7pp | 116.20%-105.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,467 | $5,716-56.8% | $5,013-50.8% | $6,689-63.1% |
| Admin fee / account holder | $16,431 | $17,138-4.1% | $10,961+49.9% | $13,390+22.7% |