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 | $33,185 | $107,353-69.1% | $92,903-64.3% | $152,885-78.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 20.10% | 145.62%-125.5pp | 109.43%-89.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,819 | $4,848-62.5% | $4,238-57.1% | $5,851-68.9% |
| Admin fee / account holder | $1,004 | $7,081-85.8% | $5,795-82.7% | $11,598-91.3% |