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 | $36,372 | $34,316+6.0% | $74,722-51.3% | $72,975-50.2% |
| Participation rate | 20.5% | 42.4%-22.0pp | 54.5%-34.0pp | 69.5%-49.0pp |
| Annual return | 28.60% | 26.58%+2.0pp | 753.11%-724.5pp | 81.01%-52.4pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $966 | $1,272-24.1% | $1,963-50.8% | $3,608-73.2% |
| Admin fee / account holder | $4,055 | $2,125+90.9% | $3,335+21.6% | $5,124-20.9% |