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 | $86,134 | $27,924+208.5% | $58,544+47.1% | $75,181+14.6% |
| Participation rate | 31.3% | 38.8%-7.6pp | 50.9%-19.6pp | 67.2%-35.9pp |
| Annual return | 16.52% | 44.20%-27.7pp | 4249.56%-4233.0pp | 160.69%-144.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,816 | $1,202+134.4% | $1,923+46.4% | $4,126-31.7% |
| Admin fee / account holder | $2,701 | $1,726+56.5% | $2,520+7.2% | $5,650-52.2% |