Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $73,538 | $90,397-18.7% | $76,002-3.2% | $145,959-49.6% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.1%-14.9pp | 80.3%-26.1pp |
| Annual return | 11.42% | 621.97%-610.6pp | 360.07%-348.6pp | 561.95%-550.5pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,928 | $5,163-4.6% | $4,257+15.8% | $6,689-26.3% |
| Admin fee / account holder | $2,401 | $8,369-71.3% | $6,414-62.6% | $13,398-82.1% |