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 | $192,301 | $47,479+305.0% | $62,929+205.6% | $82,448+133.2% |
| Participation rate | 15.8% | 66.9%-51.1pp | 73.1%-57.3pp | 68.1%-52.3pp |
| Annual return | 12.68% | 20.34%-7.7pp | 1063.93%-1051.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $426 | $1,885-77.4% | $2,505-83.0% | $2,551-83.3% |
| Participant deferral / active EE | $2,460 | $2,870-14.3% | $3,888-36.7% | $4,139-40.6% |
| Admin fee / account holder | $382 | $3,804-90.0% | $5,065-92.5% | $7,234-94.7% |