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 | $125,237+5.1% | $105,608+24.6% | $145,877-9.8% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 10.52% | 225.76%-215.2pp | 116.50%-106.0pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,467 | $5,711-56.8% | $5,010-50.7% | $6,691-63.1% |
| Admin fee / account holder | $16,431 | $17,287-5.0% | $11,028+49.0% | $13,402+22.6% |