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 | $51,770 | $125,184-58.6% | $105,607-51.0% | $145,884-64.5% |
| Participation rate | 43.5% | 77.6%-34.2pp | 75.3%-31.8pp | 80.3%-36.8pp |
| Annual return | 11.66% | 225.00%-213.3pp | 116.11%-104.4pp | 551.85%-540.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,495 | $5,714-56.3% | $5,011-50.2% | $6,690-62.7% |
| Admin fee / account holder | $7,719 | $17,133-54.9% | $10,958-29.6% | $13,392-42.4% |