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 | $52,189 | $80,753-35.4% | $136,298-61.7% | $62,293-16.2% |
| Participation rate | 50.4% | 73.5%-23.2pp | 81.9%-31.6pp | 69.5%-19.2pp |
| Annual return | 40.02% | 35.83%+4.2pp | 5156.27%-5116.2pp | 28.90%+11.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,802 | $5,164+12.3% | $6,247-7.1% | $3,169+83.1% |
| Admin fee / account holder | $4,632 | $525+781.5% | $9,244-49.9% | $479+866.3% |