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 | $57,589 | $102,422-43.8% | $147,117-60.9% | $80,959-28.9% |
| Participation rate | 52.7% | 75.9%-23.2pp | 82.2%-29.5pp | 67.7%-15.0pp |
| Annual return | 18.63% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,291 | $6,652-5.4% | $8,065-22.0% | $4,300+46.3% |
| Admin fee / account holder | $1,005 | $7,953-87.4% | $12,993-92.3% | $6,925-85.5% |