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 | $27,149 | $102,393-73.5% | $147,041-81.5% | $80,911-66.4% |
| Participation rate | 33.8% | 75.9%-42.1pp | 82.2%-48.4pp | 67.6%-33.9pp |
| Annual return | 12.46% | 134.95%-122.5pp | 419.21%-406.7pp | 35.63%-23.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,675 | $6,647-59.8% | $8,071-66.9% | $4,297-37.7% |
| Admin fee / account holder | $7,756 | $7,943-2.4% | $13,006-40.4% | $6,935+11.8% |