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 | $71,879 | $102,638-30.0% | $81,982-12.3% | $158,982-54.8% |
| Participation rate | 31.3% | 75.5%-44.3pp | 69.3%-38.0pp | 82.0%-50.7pp |
| Annual return | 12.02% | 61.05%-49.0pp | 41.31%-29.3pp | 302.99%-291.0pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,378 | $4,649-48.9% | $3,722-36.1% | $5,983-60.3% |
| Admin fee / account holder | $1,385 | $8,237-83.2% | $5,665-75.6% | $11,252-87.7% |