Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,921 | $29,733-59.9% | $56,025-78.7% | $80,959-85.3% |
| Participation rate | 13.8% | 41.7%-27.9pp | 52.5%-38.7pp | 67.7%-53.9pp |
| Annual return | 11.06% | 35.28%-24.2pp | 1712.69%-1701.6pp | 35.67%-24.6pp |
| Employer contribution / active EE | $201 | $672-70.1% | $1,042-80.7% | $2,757-92.7% |
| Participant deferral / active EE | $370 | $1,229-69.9% | $1,955-81.1% | $4,300-91.4% |
| Admin fee / account holder | $375 | $2,434-84.6% | $2,828-86.8% | $6,925-94.6% |