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 | $38,641 | $54,717-29.4% | $86,216-55.2% | $71,511-46.0% |
| Participation rate | 30.9% | 60.1%-29.2pp | 69.0%-38.1pp | 67.9%-37.1pp |
| Annual return | 16.30% | 20.07%-3.8pp | 1169.42%-1153.1pp | 28.86%-12.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,164 | $3,110-30.4% | $3,986-45.7% | $4,291-49.6% |
| Admin fee / account holder | $3,419 | $1,922+77.9% | $6,853-50.1% | $1,588+115.2% |