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 | $54,714 | $34,932+56.6% | $56,441-3.1% | $74,546-26.6% |
| Participation rate | 39.0% | 32.9%+6.2pp | 52.5%-13.5pp | 67.2%-28.2pp |
| Annual return | 13.86% | 24.90%-11.0pp | 1704.21%-1690.4pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $227 | $608-62.7% | $1,039-78.2% | $2,624-91.4% |
| Participant deferral / active EE | $1,875 | $1,173+59.9% | $1,953-4.0% | $4,347-56.9% |
| Admin fee / account holder | $2,596 | $2,359+10.0% | $2,829-8.2% | $1,944+33.6% |