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 | $90,031 | $74,661+20.6% | $160,784-44.0% | $67,986+32.4% |
| Participation rate | 27.3% | 57.1%-29.8pp | 77.0%-49.6pp | 57.2%-29.9pp |
| Annual return | 17.42% | 28.83%-11.4pp | 1803.92%-1786.5pp | 31.67%-14.2pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $3,733-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,927 | $3,681-47.6% | $6,293-69.4% | $3,358-42.6% |
| Admin fee / account holder | $6,484 | $3,959+63.8% | $9,717-33.3% | $3,203+102.4% |