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 | $35,521 | $45,900-22.6% | $94,057-62.2% | $64,340-44.8% |
| Participation rate | 35.5% | 50.6%-15.0pp | 73.3%-37.8pp | 55.2%-19.7pp |
| Annual return | 13.24% | 50.47%-37.2pp | 480.62%-467.4pp | 24.14%-10.9pp |
| Employer contribution / active EE | $0 | $1,612-100.0% | $2,933-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $1,306 | $2,102-37.9% | $4,709-72.3% | $2,980-56.2% |
| Admin fee / account holder | $3,903 | $3,143+24.2% | $7,244-46.1% | $3,703+5.4% |