Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,910 | $29,736+138.5% | $56,033+26.6% | $80,935-12.4% |
| Participation rate | 11.5% | 41.7%-30.2pp | 52.5%-41.0pp | 67.7%-56.1pp |
| Annual return | 10.88% | 35.28%-24.4pp | 1711.38%-1700.5pp | 35.66%-24.8pp |
| Employer contribution / active EE | $234 | $671-65.2% | $1,041-77.6% | $2,757-91.5% |
| Participant deferral / active EE | $882 | $1,228-28.2% | $1,954-54.9% | $4,299-79.5% |
| Admin fee / account holder | $3,563 | $2,434+46.4% | $2,827+26.0% | $6,924-48.5% |