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 | $72,267 | $106,005-31.8% | $92,239-21.7% | $147,585-51.0% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 15.51% | 50.05%-34.5pp | 176.29%-160.8pp | 578.58%-563.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,269 | $4,478-27.0% | $3,897-16.1% | $5,439-39.9% |
| Admin fee / account holder | $718 | $6,333-88.7% | $5,194-86.2% | $10,886-93.4% |