Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,416 | $106,267-85.5% | $96,520-84.0% | $139,456-88.9% |
| Participation rate | 18.2% | 77.8%-59.7pp | 74.3%-56.2pp | 80.3%-62.1pp |
| Annual return | 45.96% | 38.45%+7.5pp | 35.72%+10.2pp | 373.45%-327.5pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,739-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,163 | $5,454-23.7% | $4,879-14.7% | $6,711-38.0% |
| Admin fee / account holder | $457 | $7,882-94.2% | $6,733-93.2% | $11,407-96.0% |