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 | $87,122 | $45,123+93.1% | $85,240+2.2% | $74,478+17.0% |
| Participation rate | 17.0% | 49.4%-32.4pp | 67.5%-50.5pp | 67.2%-50.2pp |
| Annual return | 13.58% | 26.32%-12.7pp | 66.75%-53.2pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,214 | $2,736-55.6% | $4,527-73.2% | $4,350-72.1% |
| Admin fee / account holder | $4,493 | $2,215+102.9% | $6,165-27.1% | $1,946+130.9% |