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 | $207,485 | $60,119+245.1% | $90,414+129.5% | $79,860+159.8% |
| Participation rate | 15.4% | 65.0%-49.6pp | 72.7%-57.3pp | 69.6%-54.2pp |
| Annual return | 12.26% | 71.94%-59.7pp | 1293.19%-1280.9pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,392 | $2,938-52.6% | $3,963-64.9% | $3,740-62.8% |
| Admin fee / account holder | $20,300 | $3,976+410.6% | $5,611+261.8% | $5,306+282.5% |