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 | $98,563 | $29,667+232.2% | $56,441+74.6% | $80,874+21.9% |
| Participation rate | 26.3% | 41.7%-15.4pp | 52.5%-26.2pp | 67.6%-41.3pp |
| Annual return | 10.59% | 35.22%-24.6pp | 1704.21%-1693.6pp | 35.62%-25.0pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $844 | $1,227-31.2% | $1,953-56.8% | $4,297-80.4% |
| Admin fee / account holder | $481 | $2,429-80.2% | $2,829-83.0% | $6,935-93.1% |