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 | $44,565 | $65,575-32.0% | $86,209-48.3% | $75,181-40.7% |
| Participation rate | 46.9% | 60.5%-13.5pp | 69.0%-22.0pp | 67.2%-20.3pp |
| Annual return | 12.82% | 46.07%-33.2pp | 1169.05%-1156.2pp | 160.69%-147.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,964 | $3,023-2.0% | $3,986-25.6% | $4,126-28.2% |
| Admin fee / account holder | $2,226 | $5,470-59.3% | $6,853-67.5% | $5,650-60.6% |