Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,042 | $90,530-67.9% | $76,030-61.8% | $145,897-80.1% |
| Participation rate | 58.8% | 74.4%-15.6pp | 69.1%-10.2pp | 80.3%-21.5pp |
| Annual return | 15.67% | 625.08%-609.4pp | 361.54%-345.9pp | 552.29%-536.6pp |
| Employer contribution / active EE | $1,546 | $3,319-53.4% | $2,688-42.5% | $4,663-66.8% |
| Participant deferral / active EE | $3,043 | $5,164-41.1% | $4,257-28.5% | $6,689-54.5% |
| Admin fee / account holder | $2,343 | $8,383-72.1% | $6,421-63.5% | $13,390-82.5% |