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 | $40,526 | $99,921-59.4% | $85,009-52.3% | $145,959-72.2% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 11.82% | 83.89%-72.1pp | 66.47%-54.7pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,400 | $3,233-25.8% | $2,728-12.0% | $4,661-48.5% |
| Participant deferral / active EE | $4,399 | $5,293-16.9% | $4,522-2.7% | $6,689-34.2% |
| Admin fee / account holder | $4,845 | $7,252-33.2% | $6,153-21.3% | $13,398-63.8% |