Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,794 | $27,936+24.5% | $58,561-40.6% | $75,173-53.7% |
| Participation rate | 16.7% | 38.8%-22.2pp | 50.9%-34.2pp | 67.2%-50.5pp |
| Annual return | 20.06% | 44.21%-24.2pp | 4251.33%-4231.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,772 | $1,202+47.4% | $1,923-7.9% | $4,126-57.1% |
| Admin fee / account holder | $347 | $1,727-79.9% | $2,520-86.2% | $5,651-93.9% |