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 | $29,329 | $56,200-47.8% | $67,653-56.6% | $59,633-50.8% |
| Participation rate | 69.6% | 71.5%-1.9pp | 75.7%-6.1pp | 68.7%+0.9pp |
| Annual return | 1.64% | 18506.71%-18505.1pp | 6625.22%-6623.6pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,584 | $2,843-9.1% | $3,560-27.4% | $3,192-19.0% |
| Admin fee / account holder | $402 | $3,959-89.9% | $4,821-91.7% | $4,297-90.7% |