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 | $25,274 | $123,982-79.6% | $69,701-63.7% | $145,959-82.7% |
| Participation rate | 22.7% | 69.2%-46.5pp | 66.4%-43.7pp | 80.3%-57.6pp |
| Annual return | 12.23% | 191.01%-178.8pp | 100.32%-88.1pp | 561.95%-549.7pp |
| Employer contribution / active EE | $0 | $2,681-100.0% | $1,713-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,523 | $4,236-64.0% | $2,887-47.3% | $6,689-77.2% |
| Admin fee / account holder | $2,522 | $7,867-67.9% | $4,717-46.5% | $13,398-81.2% |