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 | $72,829 | $75,828-4.0% | $147,616-50.7% | $59,632+22.1% |
| Participation rate | 62.3% | 71.6%-9.2pp | 84.6%-22.3pp | 68.7%-6.4pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.32%-2040.0pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,207 | $3,130-29.5% | $4,895-54.9% | $3,192-30.9% |
| Admin fee / account holder | $3,895 | $5,985-34.9% | $11,611-66.5% | $4,297-9.3% |