Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $139,065 | $102,382+35.8% | $147,005-5.4% | $80,874+72.0% |
| Participation rate | 63.5% | 75.8%-12.4pp | 82.2%-18.7pp | 67.6%-4.2pp |
| Annual return | 35.09% | 134.89%-99.8pp | 418.76%-383.7pp | 35.62%-0.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,804 | $6,646+77.6% | $8,070+46.3% | $4,297+174.7% |
| Admin fee / account holder | $10,057 | $7,942+26.6% | $13,006-22.7% | $6,935+45.0% |