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 | $60,323 | $29,670+103.3% | $56,054+7.6% | $80,911-25.4% |
| Participation rate | 25.4% | 41.7%-16.3pp | 52.5%-27.1pp | 67.6%-42.3pp |
| Annual return | 12.36% | 35.24%-22.9pp | 1705.95%-1693.6pp | 35.63%-23.3pp |
| Employer contribution / active EE | $153 | $670-77.1% | $1,039-85.2% | $2,756-94.4% |
| Participant deferral / active EE | $614 | $1,227-50.0% | $1,952-68.6% | $4,297-85.7% |
| Admin fee / account holder | $4,380 | $2,431+80.2% | $2,822+55.2% | $6,935-36.8% |