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 | $43,917 | $148,623-70.5% | $135,974-67.7% | $139,466-68.5% |
| Participation rate | 45.8% | 83.9%-38.0pp | 81.9%-36.1pp | 80.3%-34.5pp |
| Annual return | 49.59% | 79.30%-29.7pp | 68.30%-18.7pp | 373.66%-324.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,760 | $8,103-53.6% | $7,760-51.5% | $6,712-44.0% |
| Admin fee / account holder | $6,822 | $12,406-45.0% | $10,767-36.6% | $11,409-40.2% |