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 | $69,480 | $30,423+128.4% | $56,025+24.0% | $74,478-6.7% |
| Participation rate | 42.7% | 32.9%+9.8pp | 52.5%-9.8pp | 67.2%-24.5pp |
| Annual return | 12.06% | 24.97%-12.9pp | 1712.69%-1700.6pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $770 | $610+26.1% | $1,042-26.1% | $2,626-70.7% |
| Participant deferral / active EE | $2,266 | $1,176+92.7% | $1,955+16.0% | $4,350-47.9% |
| Admin fee / account holder | $423 | $2,363-82.1% | $2,828-85.0% | $1,946-78.2% |