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 | $49,738 | $102,429-51.4% | $147,096-66.2% | $80,925-38.5% |
| Participation rate | 43.3% | 75.9%-32.5pp | 82.2%-38.8pp | 67.7%-24.3pp |
| Annual return | 18.70% | 135.02%-116.3pp | 419.75%-401.0pp | 35.65%-16.9pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,668 | $6,649-29.8% | $8,071-42.2% | $4,299+8.6% |
| Admin fee / account holder | $3,036 | $7,957-61.8% | $13,005-76.7% | $6,940-56.3% |