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 | $71,699 | $29,736+141.1% | $56,033+28.0% | $80,935-11.4% |
| Participation rate | 54.5% | 41.7%+12.8pp | 52.5%+2.1pp | 67.7%-13.1pp |
| Annual return | 11.52% | 35.28%-23.8pp | 1711.38%-1699.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,055 | $1,228+148.7% | $1,954+56.3% | $4,299-29.0% |
| Admin fee / account holder | $7,192 | $2,434+195.5% | $2,827+154.4% | $6,924+3.9% |