Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,945 | $159,978-78.2% | $147,041-76.2% | $145,978-76.1% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 15.66% | 98.36%-82.7pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $2,176 | $5,288-58.9% | $4,935-55.9% | $4,662-53.3% |
| Participant deferral / active EE | $5,049 | $8,429-40.1% | $8,071-37.4% | $6,690-24.5% |
| Admin fee / account holder | $2,236 | $15,053-85.1% | $13,006-82.8% | $13,400-83.3% |