Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,795 | $72,071-65.6% | $68,368-63.7% | $137,256-81.9% |
| Participation rate | 68.2% | 76.2%-8.1pp | 73.8%-5.6pp | 80.0%-11.8pp |
| Annual return | 29.89% | 353.14%-323.3pp | 292.57%-262.7pp | 220.34%-190.5pp |
| Employer contribution / active EE | $2,561 | $2,788-8.1% | $2,649-3.3% | $4,156-38.4% |
| Participant deferral / active EE | $6,219 | $4,410+41.0% | $4,123+50.8% | $6,407-2.9% |
| Admin fee / account holder | $671 | $5,336-87.4% | $5,150-87.0% | $12,270-94.5% |