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 | $35,315 | $80,812-56.3% | $160,784-78.0% | $82,448-57.2% |
| Participation rate | 34.1% | 66.2%-32.1pp | 77.0%-42.9pp | 68.1%-34.0pp |
| Annual return | 16.32% | 100.59%-84.3pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,049 | $4,335-52.7% | $6,293-67.4% | $4,139-50.5% |
| Admin fee / account holder | $352 | $7,695-95.4% | $9,717-96.4% | $7,234-95.1% |