Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,033 | $162,529-88.3% | $130,788-85.4% | $154,746-87.7% |
| Participation rate | 47.8% | 75.9%-28.0pp | 70.1%-22.3pp | 80.7%-32.9pp |
| Annual return | 18.16% | 510.48%-492.3pp | 386.44%-368.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,721 | $4,808-64.2% | $4,137-58.4% | $6,730-74.4% |
| Admin fee / account holder | $479 | $7,669-93.8% | $6,673-92.8% | $14,365-96.7% |