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 | $43,587 | $108,897-60.0% | $100,378-56.6% | $145,877-70.1% |
| Participation rate | 43.8% | 83.0%-39.2pp | 81.5%-37.8pp | 80.3%-36.6pp |
| Annual return | 13.22% | 58.17%-45.0pp | 49.41%-36.2pp | 551.28%-538.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,340 | $8,455-72.3% | $8,087-71.1% | $6,691-65.0% |
| Admin fee / account holder | $3,376 | $9,690-65.2% | $7,899-57.3% | $13,402-74.8% |