Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,726 | $211,239-80.2% | $178,528-76.6% | $145,877-71.4% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 12.27% | 30.22%-18.0pp | 27.11%-14.8pp | 551.28%-539.0pp |
| Employer contribution / active EE | $2,337 | $4,570-48.9% | $3,950-40.8% | $4,663-49.9% |
| Participant deferral / active EE | $13,559 | $6,963+94.7% | $6,278+116.0% | $6,691+102.7% |
| Admin fee / account holder | $5,213 | $12,095-56.9% | $10,419-50.0% | $13,402-61.1% |