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 | $34,914 | $154,754-77.4% | $124,206-71.9% | $138,895-74.9% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.6%-44.6pp | 79.9%-54.9pp |
| Annual return | 13.05% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,770 | $4,621-61.7% | $3,968-55.4% | $6,396-72.3% |
| Admin fee / account holder | $1,848 | $6,690-72.4% | $5,929-68.8% | $12,562-85.3% |