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 | $71,433 | $108,897-34.4% | $100,378-28.8% | $145,877-51.0% |
| Participation rate | 47.8% | 83.0%-35.1pp | 81.5%-33.7pp | 80.3%-32.5pp |
| Annual return | 14.96% | 58.17%-43.2pp | 49.41%-34.4pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,904 | $8,455-30.2% | $8,087-27.0% | $6,691-11.8% |
| Admin fee / account holder | $715 | $9,690-92.6% | $7,899-90.9% | $13,402-94.7% |