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 | $71,776 | $29,716+141.5% | $56,077+28.0% | $80,925-11.3% |
| Participation rate | 37.5% | 41.7%-4.2pp | 52.5%-15.0pp | 67.7%-30.2pp |
| Annual return | 18.03% | 35.30%-17.3pp | 1709.28%-1691.3pp | 35.65%-17.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,415 | $1,228+15.2% | $1,954-27.6% | $4,299-67.1% |
| Admin fee / account holder | $4,171 | $2,432+71.5% | $2,825+47.7% | $6,940-39.9% |