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 | $49,210 | $47,479+3.6% | $62,929-21.8% | $82,448-40.3% |
| Participation rate | 16.7% | 66.9%-50.2pp | 73.1%-56.4pp | 68.1%-51.4pp |
| Annual return | 14.00% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $326 | $1,885-82.7% | $2,505-87.0% | $2,551-87.2% |
| Participant deferral / active EE | $1,471 | $2,870-48.8% | $3,888-62.2% | $4,139-64.5% |
| Admin fee / account holder | $6,598 | $3,804+73.5% | $5,065+30.3% | $7,234-8.8% |