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 | $144,281 | $109,967+31.2% | $97,197+48.4% | $145,877-1.1% |
| Participation rate | 58.3% | 76.0%-17.6pp | 72.7%-14.4pp | 80.3%-22.0pp |
| Annual return | 15.79% | 244.27%-228.5pp | 75.47%-59.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,343 | $4,676-28.5% | $4,263-21.6% | $6,691-50.0% |
| Admin fee / account holder | $1,245 | $6,199-79.9% | $5,637-77.9% | $13,402-90.7% |