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 | $71,603 | $29,733+140.8% | $56,025+27.8% | $80,959-11.6% |
| Participation rate | 28.2% | 41.7%-13.5pp | 52.5%-24.3pp | 67.7%-39.5pp |
| Annual return | 13.82% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $147 | $672-78.0% | $1,042-85.8% | $2,757-94.7% |
| Participant deferral / active EE | $1,047 | $1,229-14.8% | $1,955-46.4% | $4,300-75.6% |
| Admin fee / account holder | $1,748 | $2,434-28.2% | $2,828-38.2% | $6,925-74.8% |