Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,775 | $30,423+135.9% | $56,025+28.1% | $74,478-3.6% |
| Participation rate | 24.5% | 32.9%-8.4pp | 52.5%-28.0pp | 67.2%-42.7pp |
| Annual return | 13.89% | 24.97%-11.1pp | 1712.69%-1698.8pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $531 | $610-13.0% | $1,042-49.0% | $2,626-79.8% |
| Participant deferral / active EE | $1,090 | $1,176-7.3% | $1,955-44.2% | $4,350-74.9% |
| Admin fee / account holder | $2,386 | $2,363+1.0% | $2,828-15.6% | $1,946+22.6% |