Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,557 | $166,131-85.8% | $164,975-85.7% | $145,877-83.9% |
| Participation rate | 54.2% | 82.0%-27.8pp | 78.6%-24.4pp | 80.3%-26.1pp |
| Annual return | 20.31% | 100.37%-80.1pp | 70.12%-49.8pp | 551.28%-531.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,067 | $6,962-41.6% | $6,033-32.6% | $6,691-39.2% |
| Admin fee / account holder | $7,385 | $16,648-55.6% | $12,688-41.8% | $13,402-44.9% |