Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,650 | $85,766-16.5% | $136,298-47.4% | $70,126+2.2% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 17.33% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,186 | $5,051-17.1% | $6,247-33.0% | $3,332+25.6% |
| Admin fee / account holder | $1,031 | $5,421-81.0% | $9,244-88.9% | $4,645-77.8% |