Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,682 | $55,437-44.7% | $155,534-80.3% | $74,459-58.8% |
| Participation rate | 12.2% | 61.9%-49.7pp | 78.2%-66.0pp | 67.2%-55.0pp |
| Annual return | 27.55% | 269.58%-242.0pp | 64.92%-37.4pp | 1369.70%-1342.2pp |
| Employer contribution / active EE | $468 | $2,266-79.3% | $4,675-90.0% | $2,626-82.2% |
| Participant deferral / active EE | $909 | $2,837-68.0% | $5,630-83.9% | $4,350-79.1% |
| Admin fee / account holder | $558 | $1,742-68.0% | $15,900-96.5% | $1,945-71.3% |