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 | $30,588 | $86,294-64.6% | $111,303-72.5% | $85,856-64.4% |
| Participation rate | 58.5% | 73.3%-14.9pp | 77.3%-18.9pp | 69.3%-10.9pp |
| Annual return | 82.28% | 19.99%+62.3pp | 54.66%+27.6pp | 318.58%-236.3pp |
| Employer contribution / active EE | $1,795 | $2,043-12.2% | $2,731-34.3% | $2,565-30.0% |
| Participant deferral / active EE | $3,851 | $3,641+5.8% | $4,487-14.2% | $3,952-2.6% |
| Admin fee / account holder | $3,491 | $8,189-57.4% | $7,966-56.2% | $6,261-44.2% |