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 | $31,983 | $27,936+14.5% | $58,561-45.4% | $75,173-57.5% |
| Participation rate | 0.0% | 38.8%-38.8pp | 50.9%-50.9pp | 67.2%-67.2pp |
| Annual return | 23.05% | 44.21%-21.2pp | 4251.33%-4228.3pp | 160.72%-137.7pp |
| Employer contribution / active EE | $346 | $670-48.4% | $1,053-67.2% | $2,671-87.1% |
| Participant deferral / active EE | $1,075 | $1,202-10.5% | $1,923-44.1% | $4,126-73.9% |
| Admin fee / account holder | $1,292 | $1,727-25.2% | $2,520-48.7% | $5,651-77.1% |