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 | $42,758 | $111,785-61.7% | $93,669-54.4% | $145,877-70.7% |
| Participation rate | 41.2% | 74.2%-33.1pp | 68.7%-27.5pp | 80.3%-39.1pp |
| Annual return | 25.72% | 203.79%-178.1pp | 133.59%-107.9pp | 551.28%-525.6pp |
| Employer contribution / active EE | $1,387 | $3,096-55.2% | $2,424-42.8% | $4,663-70.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,066 | $10,256-60.4% | $8,291-51.0% | $13,402-69.7% |