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 | $67,893 | $100,262-32.3% | $81,370-16.6% | $145,897-53.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 224.27% | 34.52%+189.7pp | 24.85%+199.4pp | 552.29%-328.0pp |
| Employer contribution / active EE | $472 | $2,979-84.1% | $2,464-80.8% | $4,663-89.9% |
| Participant deferral / active EE | $1,076 | $4,612-76.7% | $3,885-72.3% | $6,689-83.9% |
| Admin fee / account holder | $551 | $8,163-93.2% | $5,749-90.4% | $13,390-95.9% |