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 | $60,410 | $55,470+8.9% | $155,556-61.2% | $74,478-18.9% |
| Participation rate | 28.6% | 61.9%-33.3pp | 78.2%-49.7pp | 67.2%-38.7pp |
| Annual return | 12.81% | 269.80%-257.0pp | 64.84%-52.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,826 | $2,838-35.7% | $5,631-67.6% | $4,350-58.0% |
| Admin fee / account holder | $2,406 | $1,744+38.0% | $15,885-84.9% | $1,946+23.7% |