Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,129 | $102,429-57.9% | $147,096-70.7% | $80,925-46.7% |
| Participation rate | 32.8% | 75.9%-43.1pp | 82.2%-49.4pp | 67.7%-34.9pp |
| Annual return | 17.27% | 135.02%-117.8pp | 419.75%-402.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,688 | $6,649-29.5% | $8,071-41.9% | $4,299+9.1% |
| Admin fee / account holder | $790 | $7,957-90.1% | $13,005-93.9% | $6,940-88.6% |