Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,906 | $102,422-68.8% | $147,117-78.3% | $80,959-60.6% |
| Participation rate | 35.4% | 75.9%-40.5pp | 82.2%-46.8pp | 67.7%-32.3pp |
| Annual return | 15.49% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,388 | $6,652-49.1% | $8,065-58.0% | $4,300-21.2% |
| Admin fee / account holder | $1,310 | $7,953-83.5% | $12,993-89.9% | $6,925-81.1% |