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 | $47,679 | $52,353-8.9% | $120,225-60.3% | $82,448-42.2% |
| Participation rate | 60.3% | 58.3%+2.0pp | 69.6%-9.2pp | 68.1%-7.7pp |
| Annual return | 18.88% | 61.85%-43.0pp | 439.23%-420.3pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,670 | $2,627+1.6% | $3,999-33.2% | $4,139-35.5% |
| Admin fee / account holder | $675 | $4,363-84.5% | $5,696-88.2% | $7,234-90.7% |