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 | $46,808 | $63,346-26.1% | $92,240-49.3% | $70,126-33.3% |
| Participation rate | 48.4% | 68.7%-20.3pp | 76.5%-28.1pp | 69.5%-21.2pp |
| Annual return | 14.87% | 530.19%-515.3pp | 176.29%-161.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,895 | $2,854+1.4% | $3,897-25.7% | $3,332-13.1% |
| Admin fee / account holder | $1,854 | $3,841-51.7% | $5,194-64.3% | $4,645-60.1% |