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 | $38,454 | $106,005-63.7% | $92,239-58.3% | $147,585-73.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 20.65% | 50.05%-29.4pp | 176.29%-155.6pp | 578.58%-557.9pp |
| Employer contribution / active EE | $807 | $4,333-81.4% | $3,680-78.1% | $4,876-83.5% |
| Participant deferral / active EE | $2,640 | $4,478-41.1% | $3,897-32.3% | $5,439-51.5% |
| Admin fee / account holder | $1,815 | $6,333-71.3% | $5,194-65.0% | $10,886-83.3% |