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 | $30,294 | $60,393-49.8% | $81,820-63.0% | $74,429-59.3% |
| Participation rate | 29.9% | 62.9%-32.9pp | 72.4%-42.4pp | 67.2%-37.3pp |
| Annual return | 12.36% | 16.89%-4.5pp | 777.93%-765.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,072 | $3,397-68.4% | $4,323-75.2% | $4,348-75.3% |
| Admin fee / account holder | $930 | $1,491-37.6% | $7,391-87.4% | $1,944-52.2% |