Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,780 | $29,736+10.2% | $56,033-41.5% | $80,935-59.5% |
| Participation rate | 31.2% | 41.7%-10.5pp | 52.5%-21.3pp | 67.7%-36.5pp |
| Annual return | 13.15% | 35.28%-22.1pp | 1711.38%-1698.2pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,146 | $671+70.7% | $1,041+10.1% | $2,757-58.4% |
| Participant deferral / active EE | $3,161 | $1,228+157.4% | $1,954+61.8% | $4,299-26.5% |
| Admin fee / account holder | $1,102 | $2,434-54.7% | $2,827-61.0% | $6,924-84.1% |