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 | $36,894 | $176,105-79.0% | $159,474-76.9% | $167,536-78.0% |
| Participation rate | 30.0% | 85.0%-55.0pp | 82.8%-52.8pp | 82.1%-52.1pp |
| Annual return | 13.88% | 331.91%-318.0pp | 263.68%-249.8pp | 478.82%-464.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,180 | $7,751-46.1% | $7,353-43.2% | $6,342-34.1% |
| Admin fee / account holder | $5,213 | $12,559-58.5% | $10,802-51.7% | $12,315-57.7% |