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 | $111,616 | $106,918+4.4% | $84,021+32.8% | $152,897-27.0% |
| Participation rate | 61.1% | 75.2%-14.1pp | 69.0%-7.9pp | 82.5%-21.3pp |
| Annual return | 15.39% | 105.01%-89.6pp | 71.32%-55.9pp | 345.43%-330.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,443 | $4,012-39.1% | $3,239-24.6% | $5,851-58.2% |
| Admin fee / account holder | $811 | $8,288-90.2% | $6,102-86.7% | $11,599-93.0% |