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 | $27,733 | $55,470-50.0% | $155,556-82.2% | $74,478-62.8% |
| Participation rate | 36.8% | 61.9%-25.1pp | 78.2%-41.4pp | 67.2%-30.4pp |
| Annual return | 13.45% | 269.80%-256.4pp | 64.84%-51.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,408 | $2,838-50.4% | $5,631-75.0% | $4,350-67.6% |
| Admin fee / account holder | $901 | $1,744-48.4% | $15,885-94.3% | $1,946-53.7% |