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 | $59,953 | $29,733+101.6% | $56,025+7.0% | $80,959-25.9% |
| Participation rate | 15.2% | 41.7%-26.6pp | 52.5%-37.4pp | 67.7%-52.5pp |
| Annual return | 13.23% | 35.28%-22.1pp | 1712.69%-1699.5pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $498 | $1,229-59.5% | $1,955-74.5% | $4,300-88.4% |
| Admin fee / account holder | $1,928 | $2,434-20.8% | $2,828-31.8% | $6,925-72.2% |