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 | $44,543 | $29,319+51.9% | $52,425-15.0% | $82,448-46.0% |
| Participation rate | 30.2% | 46.9%-16.6pp | 55.6%-25.4pp | 68.1%-37.8pp |
| Annual return | 15.74% | 535.20%-519.5pp | 302.12%-286.4pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $667 | $1,171-43.1% | $1,790-62.8% | $4,139-83.9% |
| Admin fee / account holder | $446 | $1,962-77.3% | $2,495-82.1% | $7,234-93.8% |