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 | $40,750 | $56,640-28.1% | $78,002-47.8% | $55,167-26.1% |
| Participation rate | 39.2% | 73.3%-34.2pp | 75.5%-36.4pp | 69.0%-29.8pp |
| Annual return | 8.10% | 2868.48%-2860.4pp | 425.99%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,045 | $2,778-26.4% | $3,497-41.5% | $3,054-33.0% |
| Admin fee / account holder | $594 | $467+27.2% | $5,481-89.2% | $504+17.8% |