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 | $43,347 | $30,437+42.4% | $56,033-22.6% | $74,459-41.8% |
| Participation rate | 31.6% | 32.9%-1.2pp | 52.5%-20.8pp | 67.2%-35.6pp |
| Annual return | 16.47% | 24.96%-8.5pp | 1711.38%-1694.9pp | 1369.70%-1353.2pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,070 | $1,176-9.0% | $1,954-45.3% | $4,350-75.4% |
| Admin fee / account holder | $1,670 | $2,363-29.3% | $2,827-40.9% | $1,945-14.1% |