Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,713 | $176,120-78.6% | $159,487-76.4% | $167,553-77.5% |
| Participation rate | 38.5% | 85.0%-46.5pp | 82.8%-44.4pp | 82.1%-43.7pp |
| Annual return | 11.65% | 331.95%-320.3pp | 263.71%-252.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,541 | $7,752-28.5% | $7,354-24.7% | $6,343-12.6% |
| Admin fee / account holder | $6,098 | $12,561-51.5% | $10,804-43.6% | $12,316-50.5% |