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 | $31,571 | $102,382-69.2% | $147,005-78.5% | $80,874-61.0% |
| Participation rate | 69.1% | 75.8%-6.8pp | 82.2%-13.1pp | 67.6%+1.4pp |
| Annual return | 15.21% | 134.89%-119.7pp | 418.76%-403.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,176 | $3,715-41.4% | $4,934-55.9% | $2,756-21.0% |
| Participant deferral / active EE | $5,475 | $6,646-17.6% | $8,070-32.2% | $4,297+27.4% |
| Admin fee / account holder | $1,813 | $7,942-77.2% | $13,006-86.1% | $6,935-73.9% |