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 | $175,635 | $102,422+71.5% | $147,117+19.4% | $80,959+116.9% |
| Participation rate | 48.8% | 75.9%-27.0pp | 82.2%-33.3pp | 67.7%-18.8pp |
| Annual return | 67.56% | 135.16%-67.6pp | 420.54%-353.0pp | 35.67%+31.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,282 | $6,652+9.5% | $8,065-9.7% | $4,300+69.3% |
| Admin fee / account holder | $4,951 | $7,953-37.7% | $12,993-61.9% | $6,925-28.5% |