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 | $50,121 | $29,507+69.9% | $56,025-10.5% | $77,762-35.5% |
| Participation rate | 5.8% | 32.7%-26.9pp | 52.5%-46.7pp | 70.6%-64.8pp |
| Annual return | 11.58% | 18.90%-7.3pp | 1712.69%-1701.1pp | 31.27%-19.7pp |
| Employer contribution / active EE | $0 | $570-100.0% | $1,042-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $303 | $1,062-71.4% | $1,955-84.5% | $4,651-93.5% |
| Admin fee / account holder | $1,475 | $1,041+41.7% | $2,828-47.9% | $433+240.7% |