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 | $30,632 | $95,383-67.9% | $185,837-83.5% | $85,856-64.3% |
| Participation rate | 30.4% | 68.8%-38.4pp | 81.7%-51.3pp | 69.3%-39.0pp |
| Annual return | 18.05% | 23.59%-5.5pp | 122.08%-104.0pp | 318.58%-300.5pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,047 | $3,423-69.4% | $5,568-81.2% | $3,952-73.5% |
| Admin fee / account holder | $454 | $7,213-93.7% | $16,241-97.2% | $6,261-92.7% |