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 | $104,575 | $29,733+251.7% | $56,025+86.7% | $80,959+29.2% |
| Participation rate | 19.2% | 41.7%-22.5pp | 52.5%-33.3pp | 67.7%-48.4pp |
| Annual return | 12.07% | 35.28%-23.2pp | 1712.69%-1700.6pp | 35.67%-23.6pp |
| Employer contribution / active EE | $433 | $672-35.6% | $1,042-58.4% | $2,757-84.3% |
| Participant deferral / active EE | $1,741 | $1,229+41.6% | $1,955-10.9% | $4,300-59.5% |
| Admin fee / account holder | $3,309 | $2,434+36.0% | $2,828+17.0% | $6,925-52.2% |