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 | $26,058 | $107,368-75.7% | $92,915-72.0% | $152,909-83.0% |
| Participation rate | 40.9% | 79.8%-38.9pp | 76.0%-35.1pp | 82.5%-41.5pp |
| Annual return | 23.97% | 145.64%-121.7pp | 109.45%-85.5pp | 345.46%-321.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,288 | $4,848-52.8% | $4,238-46.0% | $5,851-60.9% |
| Admin fee / account holder | $3,650 | $7,082-48.5% | $5,796-37.0% | $11,601-68.5% |