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 | $41,153 | $211,288-80.5% | $178,540-77.0% | $145,884-71.8% |
| Participation rate | 46.7% | 80.8%-34.1pp | 77.1%-30.4pp | 80.3%-33.6pp |
| Annual return | 10.19% | 30.27%-20.1pp | 27.15%-17.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $740 | $4,574-83.8% | $3,953-81.3% | $4,662-84.1% |
| Participant deferral / active EE | $3,528 | $6,967-49.4% | $6,281-43.8% | $6,690-47.3% |
| Admin fee / account holder | $7,128 | $12,105-41.1% | $10,424-31.6% | $13,392-46.8% |