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 | $32,670 | $68,398-52.2% | $94,664-65.5% | $75,173-56.5% |
| Participation rate | 53.8% | 76.1%-22.2pp | 80.8%-27.0pp | 67.2%-13.4pp |
| Annual return | 24.17% | 616.72%-592.6pp | 156.84%-132.7pp | 160.72%-136.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,637 | $6,537-13.8% | $7,417-24.0% | $4,126+36.6% |
| Admin fee / account holder | $1,368 | $5,324-74.3% | $7,222-81.1% | $5,651-75.8% |