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 | $30,944 | $67,602-54.2% | $82,312-62.4% | $70,126-55.9% |
| Participation rate | 39.4% | 72.8%-33.4pp | 76.9%-37.5pp | 69.5%-30.1pp |
| Annual return | 99.71% | 21.57%+78.1pp | 25.88%+73.8pp | 73.15%+26.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,492 | $2,987-16.6% | $3,706-32.8% | $3,332-25.2% |
| Admin fee / account holder | $1,292 | $4,512-71.4% | $5,608-77.0% | $4,645-72.2% |