Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,371 | $102,422-59.6% | $147,117-71.9% | $80,959-48.9% |
| Participation rate | 53.6% | 75.9%-22.3pp | 82.2%-28.6pp | 67.7%-14.1pp |
| Annual return | 24.76% | 135.16%-110.4pp | 420.54%-395.8pp | 35.67%-10.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,295 | $6,652-50.5% | $8,065-59.1% | $4,300-23.4% |
| Admin fee / account holder | $2,126 | $7,953-73.3% | $12,993-83.6% | $6,925-69.3% |