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 | $93,577 | $49,199+90.2% | $121,210-22.8% | $75,177+24.5% |
| Participation rate | 55.6% | 55.4%+0.1pp | 69.5%-14.0pp | 67.2%-11.6pp |
| Annual return | 15.10% | 56.04%-40.9pp | 987.41%-972.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,841 | $2,630+46.0% | $4,084-6.0% | $4,126-6.9% |
| Admin fee / account holder | $1,064 | $3,946-73.0% | $5,647-81.2% | $5,651-81.2% |