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 | $39,429 | $52,353-24.7% | $120,225-67.2% | $82,448-52.2% |
| Participation rate | 48.8% | 58.3%-9.6pp | 69.6%-20.8pp | 68.1%-19.3pp |
| Annual return | 66.03% | 61.85%+4.2pp | 439.23%-373.2pp | 41.64%+24.4pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,927 | $2,627+125.6% | $3,999+48.2% | $4,139+43.2% |
| Admin fee / account holder | $6,366 | $4,363+45.9% | $5,696+11.8% | $7,234-12.0% |