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 | $96,323 | $47,105+104.5% | $68,368+40.9% | $67,986+41.7% |
| Participation rate | 0.0% | 51.8%-51.8pp | 73.8%-73.8pp | 57.2%-57.2pp |
| Annual return | 13.66% | 48.37%-34.7pp | 292.57%-278.9pp | 31.67%-18.0pp |
| Employer contribution / active EE | $966 | $1,859-48.0% | $2,649-63.5% | $2,019-52.1% |
| Participant deferral / active EE | $1,255 | $2,374-47.1% | $4,123-69.6% | $3,358-62.6% |
| Admin fee / account holder | $8,677 | $2,435+256.4% | $5,150+68.5% | $3,203+170.9% |