Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $101,341 | $29,733+240.8% | $56,025+80.9% | $80,959+25.2% |
| Participation rate | 8.5% | 41.7%-33.2pp | 52.5%-44.0pp | 67.7%-59.2pp |
| Annual return | 17.13% | 35.28%-18.2pp | 1712.69%-1695.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $122 | $672-81.9% | $1,042-88.3% | $2,757-95.6% |
| Participant deferral / active EE | $2,162 | $1,229+75.9% | $1,955+10.6% | $4,300-49.7% |
| Admin fee / account holder | $1,083 | $2,434-55.5% | $2,828-61.7% | $6,925-84.4% |