Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,167 | $29,733+189.8% | $56,025+53.8% | $80,959+6.4% |
| Participation rate | 8.5% | 41.7%-33.3pp | 52.5%-44.1pp | 67.7%-59.2pp |
| Annual return | 10.63% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.0pp |
| Employer contribution / active EE | $132 | $672-80.4% | $1,042-87.3% | $2,757-95.2% |
| Participant deferral / active EE | $945 | $1,229-23.1% | $1,955-51.6% | $4,300-78.0% |
| Admin fee / account holder | $496 | $2,434-79.6% | $2,828-82.5% | $6,925-92.8% |