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 | $43,989 | $132,099-66.7% | $115,599-61.9% | $138,895-68.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.3%-11.8pp | 79.9%-17.4pp |
| Annual return | 14.74% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,891 | $5,617-48.5% | $4,889-40.9% | $6,396-54.8% |
| Admin fee / account holder | $7,615 | $15,650-51.3% | $12,841-40.7% | $12,562-39.4% |