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 | $142,129 | $98,776+43.9% | $149,745-5.1% | $79,856+78.0% |
| Participation rate | 68.5% | 75.8%-7.3pp | 82.5%-14.0pp | 69.6%-1.1pp |
| Annual return | 17.07% | 27.38%-10.3pp | 276.72%-259.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,427 | $5,681+30.7% | $6,843+8.5% | $3,741+98.5% |
| Admin fee / account holder | $8,653 | $6,053+43.0% | $9,312-7.1% | $5,306+63.1% |