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 | $66,559 | $29,507+125.6% | $56,025+18.8% | $77,762-14.4% |
| Participation rate | 18.9% | 32.7%-13.8pp | 52.5%-33.6pp | 70.6%-51.7pp |
| Annual return | 13.57% | 18.90%-5.3pp | 1712.69%-1699.1pp | 31.27%-17.7pp |
| Employer contribution / active EE | $313 | $570-45.0% | $1,042-69.9% | $2,728-88.5% |
| Participant deferral / active EE | $1,112 | $1,062+4.8% | $1,955-43.1% | $4,651-76.1% |
| Admin fee / account holder | $2,010 | $1,041+93.2% | $2,828-28.9% | $433+364.4% |