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 | $31,778 | $56,116-43.4% | $135,768-76.6% | $86,983-63.5% |
| Participation rate | 13.0% | 60.1%-47.1pp | 71.1%-58.0pp | 69.5%-56.5pp |
| Annual return | 18.67% | 125.33%-106.7pp | 526.10%-507.4pp | 25.83%-7.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,078 | $2,690-59.9% | $3,977-72.9% | $4,194-74.3% |
| Admin fee / account holder | $1,428 | $4,314-66.9% | $7,048-79.7% | $7,856-81.8% |