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 | $56,500 | $102,595-44.9% | $94,057-39.9% | $154,746-63.5% |
| Participation rate | 39.1% | 76.0%-36.9pp | 73.3%-34.2pp | 80.7%-41.6pp |
| Annual return | 14.21% | 583.42%-569.2pp | 480.62%-466.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,364 | $5,118-73.3% | $4,709-71.0% | $6,730-79.7% |
| Admin fee / account holder | $1,088 | $7,736-85.9% | $7,244-85.0% | $14,365-92.4% |