Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $58,526 | $102,385-42.8% | $147,080-60.2% | $80,935-27.7% |
| Participation rate | 29.7% | 75.9%-46.1pp | 82.2%-52.5pp | 67.7%-37.9pp |
| Annual return | 20.69% | 135.09%-114.4pp | 420.17%-399.5pp | 35.66%-15.0pp |
| Employer contribution / active EE | $1,067 | $3,717-71.3% | $4,933-78.4% | $2,757-61.3% |
| Participant deferral / active EE | $3,731 | $6,651-43.9% | $8,066-53.8% | $4,299-13.2% |
| Admin fee / account holder | $21,618 | $7,951+171.9% | $12,989+66.4% | $6,924+212.2% |