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 | $94,467 | $30,437+210.4% | $56,033+68.6% | $74,459+26.9% |
| Participation rate | 11.9% | 32.9%-20.9pp | 52.5%-40.6pp | 67.2%-55.3pp |
| Annual return | 25.46% | 24.96%+0.5pp | 1711.38%-1685.9pp | 1369.70%-1344.2pp |
| Employer contribution / active EE | $424 | $610-30.5% | $1,041-59.3% | $2,626-83.9% |
| Participant deferral / active EE | $801 | $1,176-31.9% | $1,954-59.0% | $4,350-81.6% |
| Admin fee / account holder | $10,808 | $2,363+357.4% | $2,827+282.3% | $1,945+455.8% |