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 | $45,027 | $100,060-55.0% | $149,721-69.9% | $70,126-35.8% |
| Participation rate | 54.9% | 83.6%-28.6pp | 87.1%-32.1pp | 69.5%-14.6pp |
| Annual return | 13.99% | 27.46%-13.5pp | 1501.67%-1487.7pp | 73.15%-59.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,167 | $4,982-36.4% | $6,568-51.8% | $3,332-4.9% |
| Admin fee / account holder | $11,150 | $8,285+34.6% | $11,282-1.2% | $4,645+140.0% |