Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $41,468 | $111,830-62.9% | $93,696-55.7% | $145,884-71.6% |
| Participation rate | 47.4% | 74.2%-26.9pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 12.59% | 204.08%-191.5pp | 133.74%-121.1pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,064 | $4,920-58.0% | $4,417-53.3% | $6,690-69.1% |
| Admin fee / account holder | $7,669 | $10,249-25.2% | $8,287-7.5% | $13,392-42.7% |