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 | $35,613 | $124,330-71.4% | $109,173-67.4% | $167,536-78.7% |
| Participation rate | 59.1% | 79.5%-20.4pp | 75.9%-16.8pp | 82.1%-23.0pp |
| Annual return | 14.23% | 26.04%-11.8pp | 25.75%-11.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $7,712 | $4,209+83.2% | $3,723+107.2% | $4,839+59.4% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,275 | $7,974-33.8% | $6,755-21.9% | $12,315-57.2% |