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 | $80,853 | $53,063+52.4% | $124,206-34.9% | $82,637-2.2% |
| Participation rate | 45.8% | 58.4%-12.6pp | 69.6%-23.8pp | 68.1%-22.3pp |
| Annual return | 15.15% | 68.87%-53.7pp | 515.27%-500.1pp | 53.51%-38.4pp |
| Employer contribution / active EE | $636 | $1,530-58.5% | $3,540-82.0% | $2,552-75.1% |
| Participant deferral / active EE | $1,813 | $2,644-31.4% | $3,968-54.3% | $4,126-56.1% |
| Admin fee / account holder | $1,005 | $4,281-76.5% | $5,929-83.1% | $7,339-86.3% |