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 | $63,688 | $60,119+5.9% | $90,430-29.6% | $79,858-20.2% |
| Participation rate | 12.5% | 65.0%-52.5pp | 72.7%-60.2pp | 69.6%-57.1pp |
| Annual return | 25.77% | 71.94%-46.2pp | 1293.73%-1268.0pp | 31.72%-5.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,658 | $2,938-9.5% | $3,963-32.9% | $3,740-28.9% |
| Admin fee / account holder | $3,421 | $3,976-14.0% | $5,613-39.1% | $5,306-35.5% |