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 | $54,363 | $102,422-46.9% | $147,117-63.0% | $80,959-32.9% |
| Participation rate | 31.1% | 75.9%-44.7pp | 82.2%-51.0pp | 67.7%-36.5pp |
| Annual return | 24.58% | 135.16%-110.6pp | 420.54%-396.0pp | 35.67%-11.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,360 | $6,652-34.5% | $8,065-45.9% | $4,300+1.4% |
| Admin fee / account holder | $15,430 | $7,953+94.0% | $12,993+18.8% | $6,925+122.8% |