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 | $37,002 | $176,786-79.1% | $146,643-74.8% | $167,536-77.9% |
| Participation rate | 65.0% | 83.6%-18.6pp | 80.1%-15.1pp | 82.1%-17.1pp |
| Annual return | 13.12% | 24.04%-10.9pp | 22.75%-9.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,052 | $5,161-60.2% | $4,137-50.4% | $4,839-57.6% |
| Participant deferral / active EE | $4,827 | $6,440-25.1% | $5,506-12.3% | $6,342-23.9% |
| Admin fee / account holder | $1,958 | $13,262-85.2% | $10,280-81.0% | $12,315-84.1% |