Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,698 | $102,422-55.4% | $147,117-68.9% | $80,959-43.6% |
| Participation rate | 61.1% | 75.9%-14.8pp | 82.2%-21.1pp | 67.7%-6.6pp |
| Annual return | 22.60% | 135.16%-112.6pp | 420.54%-397.9pp | 35.67%-13.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,801 | $6,652+47.3% | $8,065+21.5% | $4,300+127.9% |
| Admin fee / account holder | $11,724 | $7,953+47.4% | $12,993-9.8% | $6,925+69.3% |