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 | $51,300 | $85,766-40.2% | $136,298-62.4% | $70,126-26.8% |
| Participation rate | 49.2% | 74.2%-25.0pp | 81.9%-32.7pp | 69.5%-20.4pp |
| Annual return | 20.49% | 31.46%-11.0pp | 5156.27%-5135.8pp | 73.15%-52.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,118 | $5,051-18.5% | $6,247-34.1% | $3,332+23.6% |
| Admin fee / account holder | $1,135 | $5,421-79.1% | $9,244-87.7% | $4,645-75.6% |